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  1. What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

    Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

  2. Russia is starting to look like an investment opportunity

    Today's Breakfast with Benjamin features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

  3. Are You Holding Your Assets in the Right Types of Accounts?

    Taking care with asset placement can result in big tax savings.

  4. Illinois Retirement Initiative Could Blaze a Path for Other States

    Will the Land of Lincoln soon be known for something other than Al Capone and imprisoned former governors?

  5. A Roadmap for Assessing Retirement Portfolio Performance

    Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.

  6. UPDATE: Social Security benefits are stingy

    UPDATE: Social Security benefits are stingy

  7. Higher Performance From Harder Incentive Plan Goals

    Higher Performance From Harder Incentive Plan Goals

  8. Deering High School Amps up Commitment to Global Education with Study Abroad Scholarships from CIEE: Council on International Educational Exchange

    Deering High School Amps up Commitment to Global Education with Study Abroad Scholarships from CIEE: Council on International Educational Exchange

  9. Obama to Propose Tax Hikes on Investments, Inherited Property

    Obama to Propose Tax Hikes on Investments, Inherited Property

  10. UPDATE: Higher capital-gains tax, middle-income breaks to be among Obama proposals in State of the Union

    UPDATE: Higher capital-gains tax, middle-income breaks to be among Obama proposals in State of the Union

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