Retirement

Retirement strategies >>

Jared Trexler
The great estate tax debate: Should it stay or go?
Article posted by Ed Slott
Despite both its longstanding inclusion as part of the tax code and the fact that it impacts less than two in every 1,000 Americans, the estate tax is often at the center of policy debates in Washington. If — and it’s a big if — the President offers some type of compromise in which the estate tax is repealed in exchange for the elimination of the step-up in basis, those who have so ardently rallied against the estate tax for years should overwhelmingly support such a measure.

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Retirement plans >>

Dan McGrath
The invincibility mindset vs. the need for LTCI
Article posted by Dan McGrath
one thing is a fact of life — health happens. And when health happens, it does not care about our own personal goals and desires.

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Investments >>

John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?

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Regulatory >>

StephanLeimberg
10 things to know about whole life insurance
Article posted by Stephan R. Leimberg
Learn the advantages, disadvantages, tax implications and alternatives to whole life insurance, all in one handy guide.

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Economy >>

George Shave
Mitigating sequence of return risk with annuities
Article posted by George Shave
When we enter retirement, the objective changes from accumulation to decumulation. And in this stage of life, even the do-it-yourselfers are turning to financial advisors for help. That’s because the decumulation process has many inherent risks that can be unforgiving in our retirement years.

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