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Providers of income securities for retirees and those close to retiring may have their work cut out for them, according to new findings by Cogent Research.
When IRA custodians get nervous, they often need a private letter ruling to calm them down and tell them that what they're doing or planning to do is just fine. And that's what's happened over the past eight years in the context of whether to...
Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often recommend techniques and strategies without doing it. And that is risk assessment. Time to...
