The Secure Act 2.0 May Have Passed While You Weren’t Looking
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The Secure Act 2.0 was finally passed as just one part of a massive funding package by the outgoing congress just before Christmas on December 23, 2022, and signed into…
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The Secure Act 2.0 was finally passed as just one part of a massive funding package by the outgoing congress just before Christmas on December 23, 2022, and signed into…
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I recently read an interesting study on retirement from A.G. Edwards and AgeWave. It was published earlier this year. The study covered a lot of ground and was only partially…
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I recently received another one: an invitation in the mail to a “free dinner and retirement discussion.” It seems like I’ve been averaging one every few weeks or so. (My…
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This is a follow-up to my last article about the role that immediate income annuities could have in providing additional income for someone running low on income in retirement. The focus was…
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My newest book, Redeeming Retirement: A Practical Guide to Catch Up, is targeted mainly at those aged 35 to 65 who are behind in saving for retirement (or think they…