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To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.
September 10 -
For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.
April 8 -
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
March 17 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3 -
It is important for entrepreneurs to have an exit strategy and to take control of their debt.
January 10 -
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
December 31 -
When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.
October 16 -
If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.
September 16