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Deferred taxation on these retirement products, in part, depends on how their distributions are made.December 23
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Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.December 6
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Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.November 27
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Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.September 17
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A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.November 6
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One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.May 8
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The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.January 9
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While banks will likely benefit from the lower rate, the new law requires charges in the near-term.January 5
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Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.December 5
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Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.November 27
