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Tackling The Diversity Problem In Financial Services

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Here is what women and minorities have to say about the subject.

Vestwell To Administer First Multistate Auto-Enroll IRA Programs

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The program covers employees in Colorado and New Mexico.

Retirement Investors Continued Funding Their Nest Eggs in 2021, ICI Finds

by FA Staff

The Covid pandemic didn't deter Americans from putting money away for retirement, the study found.

IRS Offers Favorable Income Tax Strategy For IRA And 401k Accounts

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The proposed regulations would offer individuals a favorable income tax strategy.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

How One Firm Shields Retirees From Market Volatility

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Piershale Financial Group pulls out of the market and rotates to cash when a “storm” hits.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

Covid's Effect On Long-Term-Care Insurance

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Underwriting standards appear to be getting tougher.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Robinhood Nears Debut Of Retirement Accounts Within App

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The company has begun adding support for traditional IRA and Roth IRA retirement accounts.

Retirement Savers Stayed On Track Through Covid

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Despite financial pressure, 401(k)s and IRAs survived intact, report says

House Ready To Vote On Raising RMD Age To 75

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The legislation, called Secure 2.0, is also designed to expand access to workplace retirement accounts.

Ed Slott Says Backdoor Roths Are Back On The Menu

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Advisors should tell their high-income clients to take full advantage of the strategy, Slott said.

How IRA Assets Survived The Pandemic Intact

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It was thought people would shake down their retirement assets during the pandemic. That didn't happen.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

B-Ds Advised To Consider Monitoring Riskier Rollover Investments

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Investment monitoring may in some cases be required under DOL fiduciary rule, compliance specialist Fred Reish said.

Roth Conversions Take Centerstage After Market Downturn, Advisors Say

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Converting during market declines can mean lower tax bills and tax-free rebounds, but they're not right for everyone.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

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