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4 Questions Every Do-It-Yourself Investor Should Ask

Shutterstock photo Many years ago, a potential client asked me, “Why do I need you to manage my money, when I can do it myself?” This question comes up frequently. Although I fully understand the numerous benefits of professional investment management, I used to struggle sometimes to provide a clear and concise response. PLEASE CLICK ON PUBLISHER ABOVE TO READ ...

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6 Mistakes to Avoid When Planning Your Retirement

Shutterstock photo When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. PLEASE CLICK ON PUBLISHER ABOVE TO READ COMPLETE ARTICLE SEE ALSO: The Retiree Tax Quiz We picture a house near the beach or a golf course. We can get out of bed when we please, stay up all night ...

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This holiday season, stuff your 401(k) as well as your turkey

2017 is drawing to a close and that means holidays, parties, turkey dinners, friends and family. It also means being busy making lists, juggling schedules and maybe even fitting in some holiday travel. It may seem like we’re asking a lot to add thinking about your retirement to your year-end activities, but we believe there are some easy items to ...

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2018 Retirement Contribution Limits for 401(k)s and IRAs

Shutterstock photo Americans have $ 26.6 trillion stashed away for retirement. This whopping total includes the trillions of dollars held in 401(k)s and IRAs. Some retirement savers will be able to save more in 2018, thanks to IRS changes to certain contribution limits and income lim… Latest Articles in Retirement

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QLACs: A Secret Weapon to Help Reduce RMDs

Shutterstock photo If you are one of many Americans who have salted away large sums of money in 401(k)s and IRAs, you face a tax dilemma. Once you retire, you must generally start taking required minimum distributions (RMD) when you reach age 70½. And the amount, determined by an IRS formula, can be substantial. For example, if you have $ ...

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