Financial Planning News
Mon, 25 Feb 2013
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Retirement - plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre- retirees remain more inactive than they should be, says Vanguard's John Ameriks.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.
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