Key Investor Lessons From The New Department Of Labor Fiduciary Rule
Forbes » Retirement
by Jamie Hopkins, Contributor, Jamie Hopkins, Contributor
9h ago
The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts ..read more
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3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
Forbes » Retirement
by David Rae, Contributor, David Rae, Contributor
9h ago
The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance ..read more
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What Does It Take To Maintain Aging Parents’ Independence?
Forbes » Retirement
by Carolyn Rosenblatt, Contributor, Carolyn Rosenblatt, Contributor
1d ago
Aging takes its toll, and can threaten independence. Help can become an essential tool to allow elders to remain at home. This is a real-life example for one elder ..read more
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Beware The Tax Traps Sprung On Those Who Move In Retirement
Forbes » Retirement
by Bob Carlson, Senior Contributor, Bob Carlson, Senior Contributor
2d ago
High-tax states try to tax residents who moved to lower-tax states ..read more
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AI: A Beacon Of Hope In Elder Care
Forbes » Retirement
by Neil Sahota, Contributor, Neil Sahota, Contributor
2d ago
AI companions are more than just machines. Imagine a world where the elderly, who might spend hours or days without human contact, have a companion that listens, learns ..read more
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U.S. Immigration Trends Create A New Market For Retirement Planning
Forbes » Retirement
by Joseph Coughlin, Senior Contributor, Joseph Coughlin, Senior Contributor
2d ago
There are 46 million foreign-born people in the United States, creating a new, diverse market for financial services, employers, and financial professionals to discover ..read more
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Biden Sets New Nursing Home Staffing Rules
Forbes » Retirement
by Howard Gleckman, Senior Contributor, Howard Gleckman, Senior Contributor
2d ago
Nursing facilities that receive federal funding through Medicare and Medicaid (effectively all of them) will have to employ enough staff to provide at least 3.48 hours ..read more
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Where Should Financial Literacy Be Taught—Home Or School?
Forbes » Retirement
by Tim Maurer, Contributor, Tim Maurer, Contributor
4d ago
The antiquated argument that personal finance should be taught at home simply looks silly in 2024 ..read more
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What Will Happen If The Social Security Trust Funds Run Out?
Forbes » Retirement
by Steve Vernon, Contributor, Steve Vernon, Contributor
4d ago
Don’t be swayed by scary headlines. Learn about the reality of Social Security’s financial status and act to protect your retirement ..read more
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A Quick And Strong Jobs Recovery Is Especially Good For Younger Workers
Forbes » Retirement
by Christian Weller, Senior Contributor, Christian Weller, Senior Contributor
6d ago
There is no doubt that the economy is now stronger than it was four years ago. But, are people better off than they were before the pandemic ..read more
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