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    • Wealth Management Update June 2024

      Wealth Management Update June 2024

      The National Law Review· 3 days ago

      Senators Ron Wyden (D, Oregon) and Angus King (I, Maine) introduce the Getting Rid of Abusive Trusts Act, which proposes several substantial changes to...

    • Target-Date Funds and Annuities...It's Complicated

      Morningstar· 1 day ago

      As the number of Americans nearing retirement continues to increase, the importance of ensuring a stable income and safeguarding against longevity risk is crucial. To address this challenge, ...

    • What Is a 401(a)?

      What Is a 401(a)?

      GoBankingRates via AOL· 9 minutes ago

      Some employers offer a plan similar to a 401(k) called a 401(a). Find out the details of this retirement plan and how to get the most out of your 401(a).

    • How Proper Planning Can Save You on Taxes

      How Proper Planning Can Save You on Taxes

      SmartAsset via Yahoo Finance· 2 hours ago

      Taxes are unavoidable but that doesn't mean you have to pay more than you owe. What happens to your tax liability with proper financial planning? The...