Search results

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  What’s new in Washington: Secure Act 2.0, RMDs, taxes, and more

  A lot has happened in Washington in recent months affecting the future of people’s income taxation, retirement savings, and beneficiary planning.

  Client outcomes April 14, 2022

  • legislation
  • retirement classes
  • retirement income
  • taxes
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  Expand your outreach to underserved communities with Diverse Markets insights

  Make use of the powerful content we’ve made available to help grow your practice.

  Business Growth February 16, 2022

  • client relationships
  • diverse markets
  • practice management
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  Correction concerns

  Financial professionals can counter client emotions during downturns with actions that fit their overall financial plan.

  Capital Market Impact February 2, 2022

  • investing strategies
  • market commentary
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  Five common client questions about annuities and answers to them

  Be prepared for your clients to ask these questions and be ready to give them the answers they need.

  Client outcomes January 27, 2022

  • annuities
  • income planning
  • investing strategies
  • taxes
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  2021 RMD due dates aren’t the same for all 72-year olds – Avoid a costly mistake

  It is important for IRA owners and qualified retirement plan participants who must take an RMD to take it by the appropriate due date.

  Client outcomes November 19, 2021

  • retirement planning
  • RMD
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  RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

  RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum distributions (RMD).

  Client outcomes November 12, 2021

  • retirement planning
  • RMD
  • taxes
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  Medicare 101: Understanding Healthcare in Retirement

  Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics.

  Client outcomes October 13, 2021

  • health care
  • Medicare
  • retirement planning
  • Social Security
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  5 more months of relief for student loan borrowers

  This is likely the last extension of the federal student loan forbearance program.

  Capital Market Impact August 10, 2021

  • investing strategies
  • student loans
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  What your client should consider when enrolling in Medicare

  Even with a number of resources at the ready, many still have questions around enrollment

  Client outcomes June 30, 2021

  • health care
  • Long-term care
  • Medicare
  • retirement planning
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  What to consider when discussing Medicare enrollment with clients

  Those who work past 65 may consider delaying enrollment in Medicare and should be asking certain key questions.

  Client outcomes June 16, 2021

  • health care
  • income planning
  • Medicare
  • retirement planning