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Ask an Advisor: When Taking RMDs, How Do I Avoid Locking in Losses? I'll Be 72 Years Old Soon, and...
SmartAsset via Yahoo Finance· 4 days agoI will be 72 years old on Feb. 10, 2023. I have a traditional individual retirement (IRA) account....
Is A Mega Backdoor Roth Right For You? How To Figure That Out
Forbes· 6 days agoOther financial advisors who spoke with me added that the “mega” strategy prompts their clients to...
3 common mistakes that could damage your retirement nest egg — and how to avoid them
Moneywise via Yahoo Finance· 2 days agoMismanagement of retirement accounts Transitioning to retirement requires a thorough review of your...
Adviser Opportunities | PLANADVISER
PLANADVISER· 1 day agoon April 25. Gaston, director of plan design consulting at Vestwell, discussed the role Congress has played in shaping retirement plans through legislative actions with the ...
Department of Labor issues final regulation on investment advice fiduciaries | JD Supra
JD Supra· 10 hours ago...Labor (the “DOL”) issued a final regulation (the “Final Rule”) that describes the circumstances under which a person will be considered a fiduciary for purposes of the Employee Retirement Income Security Act of 1974 (ERISA) and related excise tax provisions of the Internal Revenue Code as a...
William Lako: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Clayton News Daily· 7 days agoMany taxpayers spent the last few weeks engaging in discussions with their accountants as they...
Alligator weary? A word about real estate, 1031 tax exchanges and DSTs | Retire on Track
Herald-Tribune via Yahoo Finance· 1 day agoAs always, it's crucial to consult with a financial and tax adviser to understand fully how such an...
I Make $310k and Have $550k in My 401(k). Should I Get Variable Universal Life Insurance?
SmartAsset via Yahoo Finance· 6 hours agoIs contributing to a variable universal life insurance policy a good idea? I’m 39 with a $310,000...
Earnings call: Aon reports strong Q1 2024 results, completes NFP acquisition By Investing.com
Investing.com· 23 hours agoThe company also announced the completion of its acquisition of NFP, a move expected to strengthen...
What are the potential home equity and tax strategies for wealthy seniors?
HousingWire via Yahoo Finance· 6 days agoSteve Resch, vice president of retirement strategies at industry-leading lender Finance of America...
