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Do Alternative Investments Belong in Your Retirement Plan?
There’s a lot of promotion of ’alternative investments’ these days, from gold to real estate and even to Bitcoin. Are you missing out?
By Jerry Golden, Investment Adviser Representative Published
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Long-Term Care Planning Protects You and Your Family
More likely than not, you’ll need some form of long-term care in retirement. Figuring out now how to handle the costs would be like building a fence around your retirement home.
By Tim Schultz, NSSA® Published
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS is delaying certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
Inherited IRAs -
A One-Time Financial Plan: Valuable or Dangerous?
Financial planning is not a set-it-and-forget-it exercise. While a one-time plan can help in the moment, ongoing financial planning rolls with your changes.
By Pam Krueger Published
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Could an In-Service Distribution From Your 401(k) Work for You?
If your company plan allows it, you could expand your investing opportunities, but be careful of tax and early-withdrawal implications.
By John Conley, Investment Adviser Representative Published
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart Last updated
Medicare -
Five Best Financial Gifts for Grandkids
gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.
By David Rodeck Last updated
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Financial Experts Weigh in on Six Questions You Might Have About Robo-Advisers
Could this technology lead you toward financial success?
By Kiplinger Advisor Collective Published
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If Social Security Gets Cut, What Will You Do?
Social Security could see a shortfall in 2033 if nothing is done to address funding. You can start planning now to shore up your retirement income.
By Edward Sota Published