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Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.   |
Registered Rep.
November 1, 2005
Kevin McKinley |
Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected. |
Financial Planning
November 1, 2005
Robert Hertzberg |
Who's Tops in 401(k)s Fidelity Investments, Nationwide Financial and Principal Financial Group are the top product providers in defined contributions, according to a survey of advisers who administer 401(k) and other qualified plans for U.S. companies. |
Financial Planning
November 1, 2005
Ed Slott |
IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times. |
Financial Advisor
November 2005
Gail Liberman |
Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be. |
Investment Advisor
November 2005
Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |
The Motley Fool
October 27, 2005
Robert Brokamp |
Halloween Scary Story: A Retirement Carol Do you need three ghosts to bring out your inner miser? Take a real-life lesson from this short fiction and plan ahead for your retirement. |
The Motley Fool
October 25, 2005 |
What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow. |
The Motley Fool
October 7, 2005
Selena Maranjian |
Fund That IRA Now Why delay tax-free growth? Sock your money away in your IRA now. |
Registered Rep.
October 1, 2005
John Churchill |
Retiring From the Rough A recent study found that while golfers have saved nearly 75% more than nongolfers, it's still not enough to continue their "golfing lifestyle" through retirement. |
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