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What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number...

When it comes to QCD transition rules, the devil is in the details

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SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.

There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.

Numerous developments kept planners on their toes

Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January

Advisors can shed some much-appreciated light on this crucial but confusing program.