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  1. Here are some of the types of issues that cross my desk and upon which I advise: • An HR manager allowed a 10 percent employer contribution into the 401(k) using inaccurate Box 1 W-2 amounts;

  2. Certain annuities, like fixed annuities, can be used to replace bonds as a source of secure retirement income, while variable annuities can provide potential growth upside as well as optional ...

  3. Rick Hill projects his property, “the best corner on Brighton,” will have a new owner in 10 years, part of his retirement plan. Josh Peebles, president of the RiNo branch of Collegiate ...

  4. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its ...

  5. Make saving for both college and retirement a given with automatic monthly transfers from your bank account to your different savings plans. • Don’t mix apples and oranges: Don’t use your retirement ...

  6. Over one third of men and women approaching retirement have no retirement plan (401k) or individual Retirement Account Plan at all.

  7. P-Solve (which will be rebranding to River and Mercantile Solutions on July 1) announced today the appointments of Tom Cassara and David Rosenblum as Managing Directors and members of the US ...

  8. Michael Bell, the district’s chief financial officer, said about $9 million of the $10 million set aside in the 2015-2016 budget has now been used, with employees opting into a 403(b) retirement ...

  9. "Generally, investment experts say that you should expect to need between 65 percent and 85 percent of your pre-retirement income each year during retirement," said Kelli Click, president of ...

  10. The fault isn’t all their own: Close to half have no retirement plan at work and only 10% have access to a defined benefit plan like a pension, according to The Pew Charitable ...

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