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July 13, 2016

Six Strategies for Better Plan Committee Relationships

Ed McCarthy

How can you better manage the consultant-committee relationship for greater productivity?

FULL ARTICLE


Medicaid Qualified Annuities and the Costs of Long Term Care

Rodney L. Goodwin

For the typical married couple, the costs of long-term care for just one spouse can easily consume a lifetime of accumulated assets.

FULL ARTICLE


Boomers, It’s Time to Spend—and Pay Taxes on—Your 401(k)

Suzanne Woolley | Bloomberg

At age 70½, the bill comes due on all those tax-deferred savings accounts baby boomers have been building, and this week the oldest ones will begin to reach that finish line—with many millions more to follow.

FULL ARTICLE


 

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