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What is Universal Plan Truth #22?

If someone claims to be highly successful at IRA rollovers, they’re probably not going to also be very helpful to your Workplace Retirement Plan.

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

What is Universal Plan Truth #21?

A Plan Partner is always more objective than a broker or agent. (Okay, we may be a bit biased on this one, but our bias is toward you, not a product or commission.)

Tip #4: Fiduciary Liability Alert for Employers

Getting a Jump on Tax Season

What is Universal Plan Truth #20?

The two biggest retirement misconceptions

 

The two biggest retirement misconceptions

While the idea of retirement has changed,

certain financial assumptions haven’t.

 

Provided by Plan Partners

 

Yes, Young Growing Families Can Save & Invest

What's Fueling the Drop in Oil Prices?

New Legislation Extends Popular Tax Provisions

New Legislation Extends Popular Tax Provisions

In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014. This legislation extends for one year a host of popular tax provisions (commonly referred to as "tax extenders") that had expired at the end of 2013. The President is expected to sign the legislation.

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