Retirement

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  1. Prospering In The Next Bear Market: Here's How

    Prepare to survive, and even prosper, in the impending bear market, by considering and putting into action the following ...
  2. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a lump-sum payout?
  3. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  4. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  5. How can I increase my standard of living in my retirement years?

    Find out how to plan for retirement, target a standard of living and improve your financial situation once you've already ...
  6. When can benefits be received from a provident fund?

    Find out when participants in provident funds can begin receiving benefits, including how funds can be used to finance important ...
  7. Is Social Security Income a perpetuity?

    Find out why Social Security income is not classified as a perpetuity, including what constitutes a perpetuity and the basics ...
  8. What types of investments are allowed in a provident fund?

    Read about the types of investments allowed in various provident funds around the world, including the Indian, Malaysian ...
  9. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  10. How does a provident fund compare to U.S. Social Security?

    Find out how provident funds compare to the U.S. Social Security program, including examples of income limits and contribution ...
  11. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  12. How are benefits from a provident fund taxed?

    Find out how benefits are taxed under the various provident funds around the world, including the Indian Provident Fund and ...
  13. What is a family Limited Liability Company (LLC)?

    Learn about family limited liability (LLC) companies and why they are useful tools in the United States to protect family ...
  14. Two Heads Are Better Than One In Finances

    Given the importance of a retirement account, having professional help with savings accounts is far more important than a ...
  15. 10 Little Known Ways To Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  16. How is maintenance of standard of living for survivors accomplished in estate planning?

    Understand what elements of an estate plan can assist in creating certainty for survivors that allows them to maintain their ...
  17. What type of asset allocation should I use if I am already retired?

    Understand the importance of asset allocation during retirement years, and learn what mix of stocks, bonds and cash is commonly ...
  18. I'm in my 50s. Should I still participate in my company's Roth 401(k)?

    Find out why contributing to an employer-sponsored Roth 401(k) in your 50s can be an especially effective way to bulk up ...
  19. Does it Make Sense to Have an MLP in an IRA?

    Here's why MLPs should — and shouldn't — be considered for an IRA.
  20. How Retirees Should Approach Interest Rate Hikes

    Here's what retirees can do if interest rates rise.
  21. What happens to my Roth 401(k) if I leave my job?

    Understand what happens to your Roth 401(k) when you leave your job, and learn the specific options you have for transferring ...
  22. What is the difference between an intervivos trust and a testamentary trust?

    Understand the differences between a testamentary trust and an inter-vivos (living) trust, and learn why each is important ...
  23. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards right.
  24. Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this ...
  25. Are Annuities Right for You?

    Annuities are safe and often appealing, but IRAs and 401(k)s offer advantages that annuities typically can’t match, with ...
  26. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

    Understand the differences between a Chartered Financial Analyst and a Certified Financial Planner. Learn how each approaches ...
  27. 5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily avoided by periodic plan reviews.
  28. How To Set Up A Trust Fund In The U.K.

    A guide to the whys and wherefores of setting up this most versatile of estate-planning instruments in the United Kingdom.
  29. Top Retirement Planning Tips for Same-Sex Couples

    Financial advisors who work with same-sex couples need to be aware of these key factors to provide effective advice.
  30. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  31. How To Set Up A Trust Fund In Australia

    No, they're not just for the super-rich. But you need to know the rules.
  32. Top Countries For Rich Retirees

    If your dream is to retire abroad and you've amassed a substantial nest egg, consider one of these luxurious options.
  33. When Will Google Get Its Mojo Back?

    Google stock could play catch-up in coming years.
  34. Can Retirement Damage Your Health?

    Experts say there's a right way and a wrong way to do everything, even retire.
  35. What is the difference between revocable and irrevocable intervivos trusts?

    Learn what an inter-vivos trust is, the difference between an irrevocable and a revocable inter-vivos trust, and why it is ...
  36. What does a sample plan using the 4% retirement rule look like?

    Discover how the 4% retirement rule can work as part of a plan to achieve increasing retirement income if investments perform ...
  37. Understanding Revocable Trusts

    A revocable trust is a legal arrangement whereby a grantor transfers property to a trustee who holds the property in trust ...
  38. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money ...
  39. Do You Owe Taxes On Your 401(k) When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type. You ...
  40. What are the tax advantages of a Roth 401(k) over an IRA or traditional 401(k)?

    Discover how Roth 401(k) accounts are taxed in a similar manner as Roth IRAs and have several potential advantages over traditional ...
  41. Can I have a short put position in my IRA?

    Learn why sold naked puts in an IRA account must be cash-secured, and understand why option spread strategies may be more ...
  42. How much can I contribute to my Roth 401(k)?

    Understand the differences between and the tax implications of a Roth 401(k) and a traditional 401(k). Learn how much an ...
  43. Top Spots to Wine & Dine Clients in San Francisco

    From urban hangouts populated with techies to seafood grills dating back to the Gold Rush, here are San Francisco's best ...
  44. Will I make more money in a Roth 401(k) or a traditional 401(k)?

    Understand the similarities and differences between a Roth 401(k) and a traditional 401(k). Learn how an investor makes more ...
  45. Short On Retirement Savings? Retire Abroad

    Life in the U.S. can cost too much when your savings are low and your only income is Social Security. Time to look at retiring ...
  46. Top Tips for Rebalancing 401(k) Assets

    Rebalancing 401(k) assets can seem daunting but shouldn't be ignored. Here's how to go about it.
  47. Are all disabilities treated the same for Substantial Gainful Activity (SGA) thresholds?

    Learn about substantial gainful activity, how its thresholds differ between blind individuals and non-blind individuals, ...
  48. How does a revocable trust become a split-interest trust?

    Learn how a revocable trust becomes a split-interest trust upon the death of the of the grantor when there are both charitable ...
  49. $3M Question: Dream Wedding Or Dream Retirement?

    Wedding season is in full swing, though millennials may be putting off marriage more than previous generations, wedding budgets ...
  50. What Happens in a Rollover?

    In the retirement savings realm, rollover refers to transferring the holdings in one retirement account into another.
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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