Retirement Education Library
Your Retirement Plan Checklist
Use this checklist to be sure you and your advisors have covered all the key points of income, tax, asset, and risk planning in creating your plan.
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12 Roth Recharacterization Traps to Avoid
When dealing with Roth conversions, there are common Roth recharacterization traps you will face. Here are 12 ways you can avoid, or in some cases, even fix them.
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Caring for Aging Parents
At some time in our lives, most of us find that parents, elderly relatives and friends begin to need much more of our attention. Here is some advice for caring for aging parents.
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Investing in Times of Global Uncertainty
As investors – and as financial professionals – we are presented with this challenge: Where and how should we invest to achieve the highest possible return with the least amount of risk?
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Looking at Financial Issues as Retirement Draws Near
We’ve provided you with some suggestions to think about as you work with your financial advisor to make the transition from work force to retirement as smoothly as possible.
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Understanding Required Minimum Distributions (RMDs)
For those entering the distribution phase of retirement, it’s important to have a solid strategy in place. Find out more about RMDs, how to calculate them and planning opportunities for these funds.
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Understanding Your Retirement Reality
It is impossible to predict what our investments will do in the future, but realistic expectations can still be found in examining market trends from the past.
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5 Things You Can do to Help Prepare For Retirement
When you arrive at that first day of your retirement, will you be prepared? Here are five steps to take to help you ensure your retirement road is smooth and happy.
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The Answers To 41 Frequently Asked Questions About Retirement
How will taxes, inflation and market volatility effect your retirement and when should you file for Social Security. Most retirees ask these common questions. And, we’ve assembled those answers, along for many others in one place.
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The Components Of A Quality Financial Plan
The effectiveness of any financial plan is dependent on the quality of information taken into account. Do-it-yourself online calculators are a great starting point, but you need more information to make recommendations that can truly be useful in creating a plan that can reach your goal.
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The Importance Of Bonds In A Quality Financial Plan
Bonds are a strategic companion to other investment options in a well-rounded portfolio due to their inherent stability and income potential. Are they the right choice for you?
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Tax Reduction Strategies For Retiring In 2012 And Beyond
Understanding the reality of how money works and how the risks of inflation and taxes affect your assets is crucial to a successful retirement. Perhaps one of the least understood risks as you face retirement is taxes.
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10 Questions to Ask your Advisor
Financial advisors expect you to ask questions and lots of them. Here are the top10 we encourage everyone to ask.
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70 Things You Should Expect From Your Advisor
Is your Advisor doing everything you need them to? Here’s a list of 70 things you should expect.
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Simplifying Your Life By Consolidating Retirement Plans
Retirement can be confusing especially if you’ve switched jobs. Learn how you can consolidate retirement plans and make your retirement plan assets as mobile as you are.
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5 Truths Investors Need To Know
No matter what investors do with their money, there are risks involved that could derail their financial goals. For investors to reach their goals, all of these risks need to be anticipated and managed through a solid financial plan.
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