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Bridging the Financial Color Gap

Life & Health Advisor
Jun 01, 2021

In the past year, the onset of the COVID-19 pandemic and racial unrest in America have deepened the already-existing wealth divide between white and other citizens.

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Income Conundrum Amid Interest Rate Lows and Uncharted Bond Markets

Morningstar
Jun 01, 2021

Interest rates and bonds, once considered safe and stable indicators of financial health, are currently in free-fall as many experts question their continued value in today’s economic environment.

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Unintended Tax Consequences Arise When the RMD Date Shifts

Plan Adviser
Jun 01, 2021

Over the past year, financial regulations have seen many revisions and changes as the COVID-19 pandemic rocked the financial services industry and the economy at large.

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Beware the Social Security Tax Torpedo: Wade Pfau

ThinkAdvisor
Jun 01, 2021

For clients at or nearing retirement, once their taxable income reaches a certain threshold when considering IRAs, 401(k)s, Social Security, and other factors, they may be vulnerable to losing a large chunk of their savings to tax—something

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Opinion: This Social Security Blunder Costs the Average Woman $130,000

MarketWatch
May 29, 2021

According to a recent study, nearly two-thirds of American women opt to claim their Social Security benefits at the earliest possible point (age 62)—despite the fact that doing so means they’re giving up almost $130,000 in retirement benefits compared to waiting just a few more years.

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Should You Rent or Buy Your Next Home in Retirement?

Kiplinger
May 27, 2021

Traditional financial advice holds that owning a home rather than renting is better for long-term stability and equity; however, that logic may change for many when they reach retirement age.

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Fighting Inflation with a Reverse Mortgage: What Retirees Need to Know

CNBC
May 27, 2021

With many Americans at or near retirement anxious about recent spikes in inflation that could damage their hard-earned savings and assets, some experts say turning to a reverse mortgage could provide a buffer for future retirement expenses.

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Pros and Cons of 401(k) Brokerage Options

U.S. News and World Report
May 26, 2021

With most 401(k) retirement accounts relying on a set formula of investments that are out of retirees’ control, some clients may be interested in setting up a 401(k) “brokerage” account that allows them to diversify and direct their own investments.

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Your Residence Is Your Retirement

Forbes
May 26, 2021

According to government statistics, housing is the single largest cost many clients may shoulder in their retirement years—yet older Americans move far less often than the general population when financial conditions dictate they should probably consider moving.

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Episode 26: The American College of Financial Services’ Michael Finke on Why 2021 Will Be an Eventful Year for Retirement Reform

401(k) Specialst
May 24, 2021

As the economic shakeup of the COVID-19 pandemic calms and focus returns to new governmental changes to retirement planning, experts say the remainder of 2021 could be the time for big reforms and significant shifts.

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