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Results for: Ben Mattlin

'Super Catch-Up' Contributions Are Here, But With Limits

New rules allow savers between 60 and 63 years old to add more to their 401(k)s and IRAs.

February 11, 2025

When Roth Conversions Make No Sense

While Roths have their benefits, sometimes switching is a bad idea.

February 1, 2025 - FAMAG

RILAs Are Still Breaking Sales Records

Registered index-linked annuities have found fans among near-retirees who still seek growth potential from their assets.

February 1, 2025 - FAMAG

Time For Clarity

Advisors' biggest wish for 2025? Regulatory clarity.

February 1, 2025 - FAMAG

LPL Beats Earnings Forecasts For Fourth Straight Quarter

Fourth-quarter gross profits for the nation's largest independent broker-dealer were more than $1.2 billion.

January 31, 2025

Advisors Struggle To Help Clients Cope With Insurance Crisis

Some economists worry that homes in disaster-prone areas could become uninsurable.

January 31, 2025

Edelman Adds Mariner CEO To Poaching Lawsuit Allegations

Edelman claims Mariner CEO Marty Bicknell personally participated in the advisor poaching.

January 28, 2025

RIA Valuations Increased Only Moderately Last Year, Report Says

The Succession Resource Group report found that advisor valuations have returned to historic norms.

January 23, 2025

Advisors Urge Caution As Alternatives Go Mainstream

Some advisors say investors do not fully understand the sector's risks.

January 13, 2025

LIMRA Says Fixed Annuity Sales Will Fall And VA Sales Rise In 2025

That trend reversal would come thanks to anticipated interest rate changes.

January 8, 2025
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