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What's worrying advisors as bull market rolls on
InvestmentNews· 6 days agoClients are ecstatic upon opening their monthly statements. Michael Leverty, CEO and founder of Leverty Financial Group, says his biggest concern in the...
A 50-year-old man used an obscure IRS rule to withdraw $20K a year from his retirement savings —...
AOL· 3 days agoWhen Eric Cooper, a 50-year-old early retiree, needed to tap his retirement savings before the age of 59 and a half, he faced the possibility of steep penalties. By leveraging this rule, Cooper ...
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