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Retirement Planning

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  1. Inherited IRA Owners: Watch Out for These Plan Administrator Snafus

    Be forewarned about how transfers and rollovers can get bungled.

  2. Medicare, reverse mortgages and the complexities of retirement planning

    There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.

  3. UPDATE: One more nail in the coffin for using income-replacement rates for retirement planning

    UPDATE: One more nail in the coffin for using income-replacement rates for retirement planning

  4. UPDATE: Will your job benefits get better this year?

    UPDATE: Will your job benefits get better this year?

  5. Gen X – “The Worried Generation”: Scottrade Research Reveals Gen X More Concerned About Retirement, Education and Job Security than Other Generations

    Gen X – “The Worried Generation”: Scottrade Research Reveals Gen X More Concerned About Retirement, Education and Job Security than Other Generations

  6. Integrated Wealth Management Growth Drives Decision to Move Headquarters to Palm Desert

    Integrated Wealth Management Growth Drives Decision to Move Headquarters to Palm Desert

  7. Target Date Income Funds: A Viable Alternative to Annuities in Retirement Plans

    The whole point of TDiFs is to secure inflation-protected retirement income--which is also a central concern of ERISA.

  8. Aging Populations Around the World Heighten Need for Retirement Planning

    All investments involve risk, including possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information provided in this posting is not a complete analysis of every material fact regarding any country, region, ...

  9. Retirement Planning in Overvalued Markets

    Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement-income sustainability, says financial-planning expert Michael Kitces.

  10. How to minimize Medicare surcharges with life insurance and annuities

    Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.

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