Offers

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  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 Baby Boomer’s Guide To Social Security

  What every per­son at or near retire­ment age should real­ize about Social Secu­rity, and how this fund that many believed wouldn’t last may actu­ally be an impor­tant source of retire­ment income for you in the future.

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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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  RothIRA Con­ver­sions: Is It Right For You?

  In 2010, and for all sub­se­quent tax years, Adjusted Gross Income lim­its on Roth IRAs go away and all tax­pay­ers will be per­mit­ted to con­vert their retire­ment assets to this option. So – does a Roth IRA make sense 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.