Latest articles by Kathleen A. Stewart, AIF®
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Smart Gifting Using Retirement Assets
estate planning Before you think about donating to charity, consider the source. Should you gift money from your stock portfolio or your traditional IRA or 401(k)? Which account you choose, and how you decide to give, could make a big difference.
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Employing an Active Wealth Strategy for Retirement
retirement planning Retirees can benefit by looking at the big picture using an active wealth framework that touches on these key issues: Invest, Spend, Borrow, Manage and Protect.
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Planning for Retirement Assets in Your Estate Plan
retirement planning To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
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