If you’re looking to increase client engagement in 2018, you may want to consider indexed universal life (IUL). Here are three ways to ...
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Current strategies for tax optimization by asset location in after-tax, pre-tax, and tax-free (Roth) accounts are unchanged. Because of lower rates, retirement savers ...
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Despite all the talk of a retirement crisis — and fears of people running through their savings too quickly — a new study ...
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And you’ll find almost as many that say it’s dated and overrated. Which is accurate? A lot depends on the individual investor. Simply ...
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