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Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning

The financial planning expert discusses the equity risk premium, tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era. ....

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Cody Garrett: 'Give Every Dollar a Job and a Use-By Date'

A financial planner discusses his shift from music to finance, his work in financial education, and where he thinks advisors can add the most value. ....

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Tim Steffen: Tax-Saving Strategies for a Falling Market

Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs. ....

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