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What to do With a Bad Annuity
Some annuities can cost you set you back in your retirement plans. But if you find yourself with one, simply cashing it in can cost you thousands of dollars. Here’s how to deal effectively with an annuity you want to get out of.
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Inherited IRA’s
More and more Americans will inherit the wealth of their parents in retirement plans. The rules around inherited retirement plans have changed and getting them wrong can cause steep tax penalties.
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Direct Indexing
There’s a new way to invest in indexes that offers tax savings and other unique benefits. It’s called direct indexing and we talk all about it in this episode.
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A Better Way to do Bonds
Your portfolio is probably made up of a collection of pooled investments like mutual funds. While these are great vehicles, there is a special case to be made for doing your bond investments a different way as you approach retirement.
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What You Should Expect From Your Financial Advisor
Services offered by financial advisors – and what they charge for them – varies widely. Here’s what you should look for.
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Secure 2.0 – what does it mean to you?
The big retirement plan news of the new year is passage of the Secure Act 2.0. Here’s what’s in it.
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