You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.

What happens if the IRA beneficiary goes bankrupt?

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The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think.

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with delivering support for their clients nearing and living in retirement. We will also provide perspective a...

You have a narrow window to make tax-cutting moves for those on the cusp of retirement.

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