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A recent article in Financial Advisor on-line magazine provided some interesting insights into how SECURE 2.0, the most recent sweeping legislation affecting retirement savings, has potential to support women’s retirements. [1] Leslie Geller, senior...
Last year’s attempt to raise taxes on wealthy has stoked tax planning discussions between advisers and clients about strategies this season.
If you've put in decades of hard work and are now only a year or so out from retirement, you've probably been planning for this transition for years. Even so, you're going to want to sprint to the...