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Registered Rep.
March 1, 2007
Gresham & Gresham |
Sticker Shock Everybody knows about inflation. Of course they do. "Everyone" also knows that they -- or a spouse -- could easily live to 90 and beyond and have factored that longevity into their retirement planning, right?   |
Registered Rep.
March 1, 2007
Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. |
Investment Advisor
March 2007
Savita Iyer |
The Purpose-Driven Retirement Spurred by client interest and his own questioning a rep with Geneos Wealth Management, created a program designed to steer interested clients toward a deeper, richer quality of life in retirement by unlocking their passions and improving the lives of others. |
Investment Advisor
March 2007
Ken Weber |
401(k) Plans' Dirty Little Secret Without fair, vigorous competition among 401(k) plan providers, millions of plan participants will be saddled with burdensome costs. And without disclosure, employees cannot pressure employers to seek more cost-effective plans. |
Investment Advisor
March 2007
Jodi DiCenzo |
EBRI Report: Behavioral Finance and Retirement Plan Contributions This brief discusses behavioral finance research, underlying causes for both passive and active saving and investing choices, and prescriptions offered by behaviorists to overcome the effects of less-than-ideal savings and investing choices. |
Financial Planning
March 1, 2007
Elizabeth O'Brien |
White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings. |
Financial Planning
March 1, 2007
Joseph S. Sturniolo |
Practice Tips Here are tips for helping clients plan for life after retirement. |
Financial Planning
March 1, 2007
Marshall Eckblad |
Bookshelf For many advisors, absorbing the minutia of retirement plans will still feel like swallowing castor oil -- but at least Your Complete Retirement Planning Road Map, by Ed Slott can help the medicine go down. |
Financial Planning
March 1, 2007
Ed Slott |
Unexpected Complications Non-spousal rollovers from employer plans into inherited IRAs are now tax-free -- but financial advisors should tread cautiously. |
The Motley Fool
February 28, 2007
Mary Dalrymple |
Home, Wealthy Home Ways you might tap into your home equity during retirement. |
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