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August 11, 2022
Smart estate planning will minimize the tax bill that your heirs pay when you die, and a Roth IRA is one of the most effective tools for that purpose.
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August 9, 2022
Should people in poor health go ahead and grab the Social Security retroactive benefits payment? Glenn Ruffenach tackles Social Security questions.
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How opening a 529 plan for your kid could save your retirement
August 4, 2022
Financial advisors help clients save for their children’s college costs, including opening 529 plans. These plans have clear tax and estate planning advantages.
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August 1, 2022
The stock market took notice of the slowing economy and took off from recent lows. The bearishness on earnings remains unanimous though.
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July 28, 2022
The US economy contracted for the second quarter in a row. This would count as a recession by one rule of thumb, but it does not pass the smell test.
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July 26, 2022
The easiest way to deal with a frothy market is to have a strategy in place that anticipates the unpredictability of ups and downs. Here are a few methods that help.
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