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Fiduciary, Flat-Fee, or 1% AUM: Understanding How Financial Advisors Really Charge
When most people start looking for a financial advisor, one word comes up again and again: fiduciary. You’ll often hear that you should “only work with a fiduciary advisor.” That’s…
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Don’t Overlook the Spousal IRA: A Retirement Savings Opportunity
What Is a Spousal IRA? A Spousal IRA allows a working spouse to contribute to an IRA on behalf of…
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Tax-Efficient Withdrawals: Keeping More of Your Retirement Income
Introduction When most retirees think about making withdrawals from their investments, the focus is usually on how much they need…
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Creating Your Own Paycheck in Retirement: Turning Savings into Steady Income
Introduction For decades, you’ve been working for a paycheck. It arrived every two weeks, like clockwork, giving you the confidence…