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Cash Balance Plans Gaining Steam with 401(k) SaversOctober 9, 2018Cash Balance Plans Gaining Steam with 401(k) Savers
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ARTICLE
Three RMD Strategies to Deploy with IRA SavingsOctober 2, 2018Three RMD Strategies to Deploy with IRA Savings
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ARTICLE
Saving on Taxes: Traditional or Roth IRA?September 11, 2018Saving on Taxes: Traditional or Roth IRA?
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ARTICLE
Not All Fiduciaries are the SameAugust 7, 2018Not All Fiduciaries are the Same
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ARTICLE
Study: Objective Advise Key to Boosting Retirement IncomeMay 8, 2018Study: Objective Advise Key to Boosting Retirement Income
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Putting April 10, 2018Putting 'Fiduciary' into Retirement Planning
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ARTICLE
What About A Reverse Glide Path Strategy?October 24, 2017What About A Reverse Glide Path Strategy?
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ARTICLE
Withdrawal Rates in Retirement: Monte Carlo vs. Historical Rolling ReturnsSeptember 12, 2017Withdrawal Rates in Retirement: Monte Carlo vs. Historical Rolling R...
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VIDEO
Eduardo Repetto Interview: Part Four - Show 234April 5, 2017Eduardo Repetto Interview: Part Four - Show 234
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ARTICLE
Everything You Need to Know About Required Minimum Distributions (RMDs)March 27, 2017Everything You Need to Know About Required Minimum Distributions (RM...
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ARTICLE
2017 Contribution LimitsFebruary 23, 20172017 Contribution Limits
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Rule or No Rule: You Should Insist on a Fiduciary February 7, 2017Rule or No Rule: You Should Insist on a Fiduciary
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ARTICLE
Retirement Funds: The "Off Limits" MoneyDecember 28, 2016Retirement Funds: The "Off Limits" Money
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Withdrawal Rates During Retirement: Are We Being Too Conservative?September 26, 2016Withdrawal Rates During Retirement: Are We Being Too Conservative?
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ARTICLE
Top University Retirement Plans: Excessive Fees and Conflicts of InterestSeptember 12, 2016Top University Retirement Plans: Excessive Fees and Conflicts of Int...
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VIDEO
Financial Planning: A Lifelong Process - Show 213August 4, 2016Financial Planning: A Lifelong Process - Show 213
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ARTICLE
Reverse Mortgages: What You Need to KnowMay 17, 2016Reverse Mortgages: What You Need to Know
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ARTICLE
Investing for Retirement Income: Straw, Sticks or Bricks? Part III: Total-Return Investing for Solid ConstructionMarch 23, 2016Investing for Retirement Income: Straw, Sticks or Bricks? Part III: ...
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ARTICLE
Investing for Retirement Income: Straw, Sticks or Bricks? Part II: High-Yield Bonds – Sticks and Stones Can Break YouMarch 8, 2016Investing for Retirement Income: Straw, Sticks or Bricks? Part II: H...
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ARTICLE
Social Security Changes: Is the "File and Suspend" Strategy For MeFebruary 12, 2016Social Security Changes: Is the "File and Suspend" Strategy For Me
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ARTICLE
Are You Saving Too Little or Too Much for Retirement?February 10, 2016Are You Saving Too Little or Too Much for Retirement?
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ARTICLE
Shifting the Conversation: Benchmarks for Managing Income UncertaintyFebruary 1, 2016Shifting the Conversation: Benchmarks for Managing Income Uncertaint...
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ARTICLE
The Retirement Plan Puzzle: Advisor is the Key PieceJanuary 29, 2016The Retirement Plan Puzzle: Advisor is the Key Piece
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ARTICLE
5 Actions You Should Take Going Into 2016December 29, 20155 Actions You Should Take Going Into 2016
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ARTICLE
Jacksonville Public Pension Called Out in AuditNovember 23, 2015Jacksonville Public Pension Called Out in Audit
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ARTICLE
The Role of the Advisor in a Retirement PlanOctober 9, 2015The Role of the Advisor in a Retirement Plan
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ARTICLE
Charles Ellis: How We Fix the Most Important Financial Challenge the U.S Has Ever FacedOctober 8, 2015Charles Ellis: How We Fix the Most Important Financial Challenge the...
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ARTICLE
Considering an Annuity? Understand Their Role BEFORE CommittingSeptember 15, 2015Considering an Annuity? Understand Their Role BEFORE Committing
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ARTICLE
The Importance of the Employer Match - Putting the Cart Before the HorseSeptember 11, 2015The Importance of the Employer Match - Putting the Cart Before the H...
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ARTICLE
Acting as a Trustee: Understanding What You Can and Cannot DoAugust 7, 2015Acting as a Trustee: Understanding What You Can and Cannot Do
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ARTICLE
Debunking the Inefficient Market HypothesisAugust 3, 2015Debunking the Inefficient Market Hypothesis
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VIDEO
IFA Retirement Plan Solutions - Show 162July 8, 2015IFA Retirement Plan Solutions - Show 162
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ARTICLE
IFA is Ahead of the Trends in Retirement PlansJuly 7, 2015IFA is Ahead of the Trends in Retirement Plans
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ARTICLE
Why Winning in the Margins Matters in Retirement PlanningJune 19, 2015Why Winning in the Margins Matters in Retirement Planning
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VIDEO
Social Security Optimization - Show 157June 4, 2015Social Security Optimization - Show 157
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ARTICLE
A Supremely Compelling Case for Never Paying Unjustified Retirement Investment FeesMay 21, 2015A Supremely Compelling Case for Never Paying Unjustified Retirement ...
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ARTICLE
Adopting a Fiduciary Retirement Plan - A Win-Win for Employers and EmployeesMay 20, 2015Adopting a Fiduciary Retirement Plan - A Win-Win for Employers and E...
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ARTICLE
DOLApril 22, 2015DOL's Nod to Passive - A Step Forward For Plan Participants
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ARTICLE
12b-1 Fees/Revenue Sharing Come Under Increased ScrutinyMarch 25, 201512b-1 Fees/Revenue Sharing Come Under Increased Scrutiny
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ARTICLE
Fiduciary—Why Your Retirement Depends on this WordMarch 18, 2015Fiduciary—Why Your Retirement Depends on this Word
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ARTICLE
A Morningstar Study on the Benefits of Expert Guidance in Retirement PlansMarch 16, 2015A Morningstar Study on the Benefits of Expert Guidance in Retirement...
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VIDEO
IFAMarch 12, 2015IFA's Retirement Plan Analyzer - Show 150
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ARTICLE
A Presidential Announcement that Should Give Brokers PauseFebruary 26, 2015A Presidential Announcement that Should Give Brokers Pause
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ARTICLE
More Bad News on the State of Retirement ReadinessFebruary 24, 2015More Bad News on the State of Retirement Readiness
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ARTICLE
A Memo that Should Give Brokers PauseJanuary 30, 2015A Memo that Should Give Brokers Pause
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ARTICLE
Let the Compounding Effect Work for YouJanuary 14, 2015Let the Compounding Effect Work for You
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ARTICLE
Americans Continue to Get Failing Grades on Retirement ReadinessDecember 19, 2014Americans Continue to Get Failing Grades on Retirement Readiness
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ARTICLE
Some Interesting New Data on 401(k) PlansDecember 18, 2014Some Interesting New Data on 401(k) Plans
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ARTICLE
Retirement Ready? Get Ahead of the Curve with Target Date Index PortfoliosDecember 17, 2014Retirement Ready? Get Ahead of the Curve with Target Date Index Port...
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ARTICLE
Understanding the Different Types of Retirement Plan FiduciariesNovember 14, 2014Understanding the Different Types of Retirement Plan Fiduciaries
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ARTICLE
Research in Focus: How Much Should You Save for Retirement?October 24, 2014Research in Focus: How Much Should You Save for Retirement?
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ARTICLE
Supreme Court: Time DoesnOctober 13, 2014Supreme Court: Time Doesn't Heal All Wounds
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ARTICLE
The Little Known Retirement Savings Vehicle – Cash Balance PlansOctober 10, 2014The Little Known Retirement Savings Vehicle – Cash Balance Plans
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ARTICLE
Q&A with IFA: How Well Have the Funds in My 401(k) Performed?September 30, 2014Q&A with IFA: How Well Have the Funds in My 401(k) Performed?
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ARTICLE
How Much Income Do You Need in Retirement?September 24, 2014How Much Income Do You Need in Retirement?
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ARTICLE
Fidelity Agrees to Settle 401(k) LawsuitsAugust 14, 2014Fidelity Agrees to Settle 401(k) Lawsuits
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ARTICLE
The IRS Addresses Longevity Risk in Retirement Plan AccountsJuly 11, 2014The IRS Addresses Longevity Risk in Retirement Plan Accounts
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ARTICLE
Transfer on Death and Retirement Account BeneficiariesJuly 2, 2014Transfer on Death and Retirement Account Beneficiaries
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ARTICLE
FINRA Calls Out Merrill LynchJune 19, 2014FINRA Calls Out Merrill Lynch
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ARTICLE
Wealth Management with inStreamMay 15, 2014Wealth Management with inStream
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ARTICLE
Risk Aversion vs. Ambiguity Aversion and 401(k) PlansMay 1, 2014Risk Aversion vs. Ambiguity Aversion and 401(k) Plans
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ARTICLE
The Problem of High 401(k) CostsApril 14, 2014The Problem of High 401(k) Costs
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ARTICLE
The Gadfly from Yale Continues to Buzz the 401(k) IndustryApril 8, 2014The Gadfly from Yale Continues to Buzz the 401(k) Industry
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ARTICLE
The 4% Retirement Spending Rule: Is It Still Relevant?March 31, 2014The 4% Retirement Spending Rule: Is It Still Relevant?
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VIDEO
The Richest Man in BabylonMarch 30, 2014The Richest Man in Babylon
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ARTICLE
Consumer Price Index and ConsumptionMarch 18, 2014Consumer Price Index and Consumption
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ARTICLE
Pension-Gate Continues: North Carolina is on NoticeMarch 13, 2014Pension-Gate Continues: North Carolina is on Notice
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ARTICLE
A New Way of Thinking about Your 401(k)December 2, 2013A New Way of Thinking about Your 401(k)
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ARTICLE
A Summary of the Risks Facing RetireesNovember 14, 2013A Summary of the Risks Facing Retirees
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ARTICLE
Chuck Talks to Us about Retirement PlanningNovember 12, 2013Chuck Talks to Us about Retirement Planning
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ARTICLE
IRS releases 2014 limits for Retirement Plans and IRAsNovember 1, 2013IRS releases 2014 limits for Retirement Plans and IRAs
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VIDEO
Ed Moslander of TIAA-CREF Talks Retirement - Show 99October 3, 2013Ed Moslander of TIAA-CREF Talks Retirement - Show 99
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ARTICLE
Yet another 401(k) LawsuitSeptember 19, 2013Yet another 401(k) Lawsuit
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ARTICLE
Kudos to Time MagazineAugust 20, 2013Kudos to Time Magazine
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ARTICLE
A New Gadfly Buzzes the 401(k) IndustryJuly 22, 2013A New Gadfly Buzzes the 401(k) Industry
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ARTICLE
Pension-Gate: CalPERS Performance for the Fiscal Year Ending 6/30/2013July 16, 2013Pension-Gate: CalPERS Performance for the Fiscal Year Ending 6/30/20...
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ARTICLE
Pension-Gate: More Smart Advice from MarylandJuly 5, 2013Pension-Gate: More Smart Advice from Maryland
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ARTICLE
The 401(k) Lawsuits ContinueJune 26, 2013The 401(k) Lawsuits Continue
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ARTICLE
When Is the Right Time to Take Social Security Benefits?May 15, 2013When Is the Right Time to Take Social Security Benefits?
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ARTICLE
The 12-Step Recovery Program for Retirement GamblersApril 25, 2013The 12-Step Recovery Program for Retirement Gamblers
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ARTICLE
CalPERSMarch 21, 2013CalPERS' Continued Setbacks Might Lead to Greener Pastures – For Eve...
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VIDEO
Income Replacement Needs in Retirement - Show 65-2January 10, 2013Income Replacement Needs in Retirement - Show 65-2
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VIDEO
Retirement Confidence and Spending Habits - Show 65-1January 10, 2013Retirement Confidence and Spending Habits - Show 65-1
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ARTICLE
The 7 Most Important Equations for Your Retirement - A New Book by Moshe MilevskyNovember 1, 2012The 7 Most Important Equations for Your Retirement - A New Book by M...
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VIDEO
A Real-Life Example - Show 50-3September 25, 2012A Real-Life Example - Show 50-3
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VIDEO
Your Pension – Payout vs. Monthly Payments - Show 50-2September 25, 2012Your Pension – Payout vs. Monthly Payments - Show 50-2
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VIDEO
Info for Plan Sponsors - Brendan Connelly - Show 48-2September 11, 2012Info for Plan Sponsors - Brendan Connelly - Show 48-2
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VIDEO
The Importance of Saving - Show 48-1September 11, 2012The Importance of Saving - Show 48-1
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VIDEO
Lump Sum or Annuity - Show 46-3August 28, 2012Lump Sum or Annuity - Show 46-3
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VIDEO
Replacement Rates - Show 46-2August 28, 2012Replacement Rates - Show 46-2
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VIDEO
Conceptualizing Retirement - Show 46-1August 28, 2012Conceptualizing Retirement - Show 46-1
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VIDEO
Income Needs in Retirement - Show 45-3August 21, 2012Income Needs in Retirement - Show 45-3
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VIDEO
Implications of Research - Show 45-2August 21, 2012Implications of Research - Show 45-2
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VIDEO
Spending Habits - Show 45-1August 21, 2012Spending Habits - Show 45-1
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VIDEO
Rebuilding Confidence- Show 44-3August 14, 2012Rebuilding Confidence- Show 44-3
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VIDEO
IFAAugust 14, 2012IFA's Retirement Analyzer - Show 44-2
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VIDEO
Eroding Confidence - Show 44-1August 14, 2012Eroding Confidence - Show 44-1
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VIDEO
A New Look - Show 41-3July 24, 2012A New Look - Show 41-3
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VIDEO
Shifting the Conversation - Show 41-2July 24, 2012Shifting the Conversation - Show 41-2
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VIDEO
Ready-Set-Retire - Show 41-1July 24, 2012Ready-Set-Retire - Show 41-1
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