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My Practice »

Emily Holbrook
Live from LIMRA: Tackling the DOL rule
Article posted by Emily Holbrook
Expect the DOL is to issue subregulatory guidance soon

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Retirement »

William Byrnes
Dodging a pro-ratea tax debacle on IRA transactions
Article posted by William H. Byrnes, Esq.
For many high-income clients, IRA planning requires thinking outside of the traditional box of generally applicable contribution and distribution rules.

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Annuities »

Mark Massie
Personal Pensions Simplified
Article posted by Mark Massie
Deferred Income Annuities (DIAs) have been getting a lot of attention lately with surprising increases in sales volume from fiduciaries, bank distribution, RIAs and even independent advisors. What's the appeal?

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Health »

Dan Cook
10 ways to self-contain dental costs
Article posted by Dan Cook
Dental insurance can get pricey, and if you're like some employees, you don't always have employer-sponsored voluntary benefits to help curb the cost.

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Life »

Allison Bell
Web brokers tell they can't be agent cops
Article posted by Allison Bell
Exchange plan distributors say they have no interest in policing the retail agents' websites

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