The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it may be hard to change your mind. Read more ...
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In this RNO interview hosted by Scott Drake, AFGE Policy Director Jacque Simon and Dave Baker of Federal Employee Benefits Education Services (FEBES) discusses the federal employee ...
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“Our financial lives tend to become more layered and complex as we move from our 20s to 30s and beyond. What we strive to accomplish when we’re in ...
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Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
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Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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“Sometimes they think that because they are retirees, they don’t have to pay income taxes. Then they are surprised,” says Chris Chen, a certified financial planner at Insight ...
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Depending on your client’s needs discovered during the case-design process, index options are available for a host of income, growth and protection strategies. And since market conditions can ...
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