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Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.January 14
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It is important for entrepreneurs to have an exit strategy and to take control of their debt.January 10
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Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.December 31
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To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.December 24
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Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.December 12
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A quarter of wealthy investors' average assets are currently in cash, according to a new survey.November 13
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The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.November 5
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Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.November 4
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How sequence of returns affects retirement portfolio survival.November 4
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Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.October 30
