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When it comes to financial planning, Black Americans often have to save more from less due to the persistent racial wealth gap and a variety of other systemic factors. Learn about ways you can better support your Black American clients and help them build for retirement now.
There are many things to consider when gifting and selling land and equipment. Our specialist breaks down some FAQs to help you help your clients.
In 2021, making sure folks who are 72 take their RMD at the right time has a small but important timing wrinkle that could cost a missed RMD penalty of 50% of the amount that should have been taken but wasn’t. Read more about some examples to this here.
The pending Secure Act 2.0 legislation could create a lot of opportunities for retirement savers. Learn more as John Carter, Ramsey Alwin, and Eric Stevenson discuss what’s happening in the retirement space.
Multiple proposed legislation is currently out that could impact your client’s retirement plans. Learn more about what is in the legislation here.
There’s growing awareness about the importance of long-term care (LTC), which creates planning opportunities for financial professionals. Before you get started, you should clarify some common misconceptions clients have about LTC.
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