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Retirees get a small reprieve in 2009; they do not have to withdraw from...
President Bush gave seniors a bit of a break by signing a law that states they do not have to make withdrawals from their retirement accounts in 2009, based on the fact that many of those accounts have...
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New wealth transfer, advanced calculators available
The U.S. division of Sun Life Financial Inc. launched its enhanced Wealth Transfer Program and advanced markets calculators to assist producers in using life insurance for estate planning. The company...
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Pennsylvania firm buys CUNA Mutual’s IRA Services unit
Dresher, Pa.-based Ascensus is acquiring CUNA Mutual Group’s IRA Services division as it looks to build its market within the growing retirement-plan arena. “This investment demonstrates our view that...
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‘Biggest changes we’ve seen’ coming to trust and estate planning
Financial service professionals providing trust and estate planning are bracing for changes in federal laws that could significantly affect the retirement plans they provide clients. Roy Adams “What...
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President plans moves to boost retirement saving
President Barack Obama unveiled plans Saturday (Sept. 5) that he says will make it easier for workers to save for retirement. Barack Obama In his weekly radio and Internet address, the president said...
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Financial advisors getting ready for big tax, legal changes in 2010
Financial service professionals could be in demand in the new year, as investors attempt to respond to their clients’ concerns about changes to federal laws. Mel Marten “These changes present investors...
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Affluent investors move Fidelity Investments from top of the hill
Fidelity Investment lost its top-dog status as the number one distributor and mutual fund provider to rivals Charles Schwab and Vanguard, according to a new report. Fidelity Investments suffered from...
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IRA conversion opportunity unknown to many, survey finds
The opportunity that became available Jan. 1 for investors with more than $100,000 in annual income to convert their traditional IRA to a Roth IRA has gone largely unnoticed. New LIMRA research...
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IRS reminds taxpayers of charitable giving rules changes
The Internal Revenue Service is reminding individuals and businesses that are making contributions to charity to keep in mind several important tax law provisions that have gone into effect these last...
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House panel approves tax-free charitable giving from IRAs
Proposed legislation that would make charitable contributions from IRAs permanently tax deductible has passed the House Ways and Means Committee. The bill was introduced by and states that charitable...
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