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Location: Categories / Finance & Investment / Retirement Plans

Magazine articles on retirement plans, pensions, and planning.
Old Articles: <Older 1931-1940 Newer>
Registered Rep.
April 28, 2015
David Armstrong
Editor's Letter: May 2015 It's worth looking at the so-far relatively muted response of the industry to the Department of Labor's second go around in proposing new fiduciary regulations for financial advisors to retirement accounts. mark for My Articles similar articles
Registered Rep.
March 13, 2015
Mark Miller
Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors. mark for My Articles similar articles
Registered Rep.
March 2, 2015
David Armstrong
Editor's Letter: March 2015 Last week President Obama, in a speech to the AARP, rallied support for the Department of Labor's proposal to enact a fiduciary standard for advisors to retirement portfolios. mark for My Articles similar articles
Registered Rep.
January 28, 2015
Kevin McKinley
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. mark for My Articles similar articles
Registered Rep.
January 23, 2015
Mark Miller
New Law Could Mean Benefit Cuts For Retirees If you have clients receiving a defined benefit pension - or who will in the future - here's what you should know about this legislation. mark for My Articles similar articles
Registered Rep.
December 24, 2014
Kevin McKinley
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. mark for My Articles similar articles
Registered Rep.
December 12, 2014
Mark Miller
When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense. mark for My Articles similar articles
Registered Rep.
November 28, 2014
Retirement Planning: The View from Vanguard The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value. mark for My Articles similar articles
Registered Rep.
November 14, 2014
Kevin McKinley
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. mark for My Articles similar articles
Registered Rep.
October 17, 2014
Kevin McKinley
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. mark for My Articles similar articles
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