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Retirement Planning

Life Expectancy

Life expectancy refers to the estimated duration of an individual's life. Interestingly, a person can have multiple life expectancies depending on various factors. For instance, the Internal Revenue Service (IRS) has a life expectancy calculation based on a person's current age. However, a doctor's estimation may differ due to factors such as overall health, smoking habits, stress levels, and genetic predispositions.

Suitability Standard

When considering the role of a broker in financial transactions, it is important to understand the level of responsibility they hold towards their clients. Unlike an investm...

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Defined Benefit Plan

A retirement plan, referred to as a 'qualified plan', is structured to provide a benefit to employees upon retirement. The benefits are usually calculated as a percentage of...

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Early (premature) Withdrawal

Retirement planning involves considering various factors, one of which is the possibility of withdrawing funds from an IRA or 401(k) plan before the age of 59½. Such early w...

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Death Distribution

Let us delve into the concept of IRA beneficiary distribution, which involves the disbursement of IRA funds to a designated recipient following the passing of the IRA owner....

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