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A Tax-Savvy Approach to Help Make the Most Out of Your Retirement Income
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Social Security & Retirement Planning
Factoring Social Security benefits into retirement planning.
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REIT Investing in Retirement Plans: Is Active Management Prudent?
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The Retirement Crisis Is Much Worse Than You Think
According to a recent survey, one in five American adults have nothing saved for retirement or emergencies.
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Tax-Efficient Retirement Income
Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.
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To begin the planning process, help your clients understand the basic rules and advantages of Social Security.
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Protected Income in Retirement
This video can help you address your clients’ risk of outliving their retirement.
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This Health Care/Long-Term Care assessment helps estimate long-term care costs.
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Your clients may not have discussed it with you, but they are concerned about health care costs.
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It's important to take longevity into account when helping clients plan their retirement income.
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Get to know the diverse financial challenges that women face.
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Social Security isn’t just a government program; it can be an important component of your client’s retirement income plan.
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Retirement Income Strategies & Expectations
This survey explores attitudes and concerns about preparing and investing for, as well as living in, retirement.
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Today’s millennials are in the prime stage of life for getting savings and investment plans on track.
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Expand the conversation to include the financial and nonfinancial sides of retirement.
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Millennials are more financially conservative than recent generations. As a result, many of them will need your help to prepare financially for the future they desire.