If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade.
The retirement accounts can be leveraged to pursue other goals — like saving for your kid’s schooling — in a tax-advantaged way.
The policy death benefit often doesn’t stay in force automatically; you have to ask for it.
Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the merits of technology platforms aimed at helping clients in the decumulation phase.
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Aug 09, 2022
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