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403(b) vs. 457(b): Retirement Savings For Nonprofit And Government Employees

Forbes
Feb 10, 2021

For those working in government jobs or in nonprofit organizations, the traditional 401(k) plan as a retirement savings account is usually replaced by alternatives, such as 403(b)s and 457(b)s.

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4 Ways Broke Grad Students Can Raise Their Income While Still in School

Kiplinger
Feb 10, 2021

Continuing education options, including graduate school, are becoming more and more popular among young Americans, and while these programs come with definite benefits, they can also add mental and financial stress to a student’s life.

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Voices: How to Handle IRA Beneficiaries Under the SECURE Act

Financial Planning
Feb 10, 2021

With the SECURE Act and its counterpart regulations changing the retirement planning landscape over the last year, many advisors and clients using IRAs and other financial products may need to reorganize and rethink their financial plans.

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Whole Life Insurance Can Improve Planning Outcomes

ThinkAdvisor
Feb 08, 2021

The idea of permanent or whole life insurance has many proponents and detractors, but the exact benefits a whole life policy can provide to the average person is something that escapes many financial professionals. Is it a tool advisors should include more in their planning toolbox?

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Here Are Three Strategies for Buying Annuities for Retirement Income When Rates Are Low

Barron's
Feb 06, 2021

When considering what products to use to ensure a steady retirement income, low payout rates today have many experts concerned about their viability. To mitigate the risks, they advise several buy-in strategies to ensure clients get the most bang for their buck later in life.

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Boola-Boola, Retirement Moolah

Retirement Income Journal
Feb 04, 2021

Many institutions are in the midst of restructuring their retirement plans for employees, using a mix of IRAs, benefit contribution plans, and other financial products and services to optimize their workers’ chances of having a comfortable retirement.

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The Case for Replacing Some Bonds With Annuities

The Wall Street Journal
Feb 04, 2021

While a diversified portfolio of stocks, bonds, and other financial products can be a positive boon for Americans who have not yet retired, recent low-yield realities mean they may want to consider changing some of those bonds and higher-risk products out for more guaranteed income.

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11 Money Moves to Make in the Decade Before You Retire

Kiplinger
Feb 04, 2021

For most people approaching retirement age, the ten years before they want to retire are the most critical in terms of preparation, from getting their affairs in order to visualizing and putting a long-term financial plan into action.

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The Year-End Relief Bill Revives A Retirement Income Planning Idea

Forbes
Jan 29, 2021

The Taxpayer Certainty and Disaster Tax Relief Act (TCDTRA) was passed at the end of 2020 to provide more needed relief for those across the country suffering from the COVID-19 pandemic, whether individuals struggling to make ends meet or small businesses in need of additional support.

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What to Do About the High Cost of Investment Income

Advisor Perspectives
Jan 25, 2021

In the current low interest rate and low yield environment for investments, many wealth managers and their clients are looking for alternatives, including lower-quality products or those with higher dividend yields.

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