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Retirement Upside

Early Gifts Can Kickstart Next-Gen Retirement Savings

Parents can give up to $38,000 each year to their kids without triggering taxes, as much as $7,500 of which could be put in a Roth IRA.

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Advisor Upside

Almost 11,200 Advisors Switched Firms Last Year

Advisor career choice is high, with many opting for regional firms to avoid the wirehouse system and opening their own practice.

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