While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
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Retirement
Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
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KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
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When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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Required minimum distributions have gotten a little bit trickier in 2022. Joining me to discuss what you need to know is tax and retirement planning expert, Ed Slott. ...
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There are a variety of tax deductions and credits available to people who save for retirement. But you could incur tax penalties if you don’t use these accounts ...
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As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
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Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks that retirees have to plan ...
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OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to ...
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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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