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Ask an Advisor: I'm Selling My Home and Netting $750k to Downsize for Retirement. Do I Have to Pay...
SmartAsset via Yahoo Finance· 1 day ago– Thomas The answer is solidly "it depends," both in terms of whether […] The post AAA: I’m Selling...
Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse...
SmartAsset via AOL· 2 weeks agoI wanted to open a Roth IRA but I read that I make too much money. What options do […] The post Ask...
A Top Advisor Team’s Tax-First Approach to Financial Planning
Barrons.com· 2 days agoAmeriprise Financial advisor Jon Kuttin explains how his team meets the complex needs of business...
I’m a Financial Advisor: Avoid These 7 Mistakes When Rolling Over Money Between Retirement Accounts
GoBankingRates via AOL· 2 days agoOne of the most important financial decisions you'll make is how to handle your retirement accounts...
Are You Happy With Your Financial Advisor? What to Do If The Answer Is No
SmartAsset via AOL· 4 days agoIf you’re looking to build wealth, get ready for retirement or anything in between, you may find it...
Ask an Advisor: We Have $1.6M in a 401(k), Another $650k, and Social Security. Should We Shift...
SmartAsset via Yahoo Finance· 9 hours agoOur RMDs will start soon and we have $1.6 million in a 401(k) which we feel we can use a low-cost...
I'm Going to Get $2,800 Per Month in Social Security. Can I Avoid Taxes?
SmartAsset via Yahoo Finance· 2 weeks agoOne of the biggest surprises would-be retirees face when planning their retirement finances is the...
I’m a Financial Planner: Things You Should Work With an Advisor on at Every Age
GoBankingRates via AOL· 1 week agoHaving a financial advisor can be incredibly helpful in navigating life's significant events and...
‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me...
Market Watch· 5 days agoWhen I finally learned I’d been scammed, it took me a decade to pull my money out of the various...
I’m a Financial Advisor: 4 Moves I’ll Make If I Think Trump Will Win the Election
GoBankingRates via AOL· 1 week agoAnother presidential election is on the horizon, and financial advisors are considering the...