When an immediate annuity is purchased inside an IRA, the IRA becomes subject to an entirely different set of RMD rules.
Be prepared for inevitable change down the road by building flexibility and depth into your organization today.
Some guidelines for determining when a communication qualifies as investment advice.
Teri Alexander uses techniques she learned as a teacher to help clients.
Long live financial planning.
Fiduciary rule, Dodd-Frank are in Republicans’ sights.
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