IRA

Retirement Upside

What’s the Magic Retirement Number? Check Your Clients’ ZIP Code

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Required nest eggs vary state to state, sometimes by hundreds of thousands of dollars, according to new research.

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Retirement Upside

Trump Accounts May Create Millionaire Gen-Beta Retirees

Wealthy families who can contribute the maximum allowance have the biggest opportunity, but children of lower-income families also stand to benefit.

2 min read
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Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

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Retirement Upside

Retirement Anxiety Is Real, But Confidence Is Growing

Fidelity IRA contributions jumped 29% year over year in the first quarter, a record increase.

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Retirement Upside

These Costly IRA Mistakes Can Crush Retirement Savers

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Individual retirement accounts are powerful savings vehicles, but come with significant complexities.

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Retirement Upside

Why Uncle Sam Wants to Auto-Enroll America’s Retirement

Over a 10-year horizon, a federal retirement program that auto-enrolls investors could add between $635 billion and $983 billion to its IRA system.

2 min read

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