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Retirement Planning Articles

Study Suggests Some Are Saving Too Much for Retirement

A retirement planning rule of thumb is that people should aim to replace 80 percent of their preretirement gross income ... 

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How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs?

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New Rules Provide Protections for Retirement Savings

The Department of Labor has issued new rules intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.

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Supreme Court Says Deceased Employee's Ex-Wife Can Get His Pension Benefits

A new Supreme Court decision has just added another reason to make sure the beneficiary designations on your retirement plans are up to date...

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The Benefits and Drawbacks of Buying an Annuity Doubler to Pay for Long-Term Care

As long-term care insurance premiums keep rising and fewer companies are offering policies, seniors are looking for other ways to ...

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Charitable Gift Annuities: Making Your Generosity Pay

Would you like to make a gift to your favorite charitable organization and receive not only a sizeable tax deduction...

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Exchange an Old Annuity or Life Insurance for Long-Term Care Insurance

A new law makes the purchase of products that combine annuities or insurance policies with long-term care insurance more attractiv...

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Roll Over Beethoven, But Not Too Many IRAs

A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  

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