Latest
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How to Use DSTs and 1031 Exchanges for Diversification
This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill.
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The 4% Rule Doesn't Mean You Won't Go Broke in Retirement
This rule of thumb on how much retirees can safely withdraw per year could lead some to run dry if stocks hit the skids. Annuities could help cover their bases.
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Market Volatility: Creating an Adaptable Retirement Plan
A successful retirement plan takes advantage of favorable market conditions while safeguarding against downturns. Here's what to consider when building yours.
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Ways to Keep More of Your Money in Retirement
Making Your Money Last No one likes paying taxes, especially once you've retired. So here are some steps to consider now that could help minimize your taxes later.
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Secure Your Retirement Paycheck: The Power of Three Buckets
Putting all of your nest egg in one basket is risky. Try putting it in three buckets for short-term, medium-term and long-term needs instead.
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Five Reasons You Might Hate Your Insurance Company (and Why You Shouldn't)
Stories about insurance companies letting down their customers are easy to come by, but there's another side to many of those stories.
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How to Get Your Kids into Investing: A Family Project to Try
To teach your children about investing, put your money where your mouth is with this fun and potentially profitable exercise.
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Risk On, Risk Off: The Mr. Miyagi Approach to Retirement Planning
The first 10 years of retirement are some of the riskiest for your investments, but channeling your inner Karate Kid may help defend your funds against losses.
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Opportunities and Challenges When You Inherit an IRA
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
