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Research Articles
- How Can a Living Trust Help Me Control My Estate?
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- Social Security Income
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- Retirement Plan Distributions
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- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
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Videos
- Should You Pay Off Debt or Save for Retirement?
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- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- The Pros and Cons of a Big Tax Refund
- 6 Reasons to Work with a Financial Professional
- Women and Money: Taking Charge of Your Financial Future
- Four Money Mistakes You Might Be Making
- Putting Together the Retirement Income Puzzle
- Social Security: When Should You Claim Retirement Benefits?
- Taking a Financial Inventory
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- Do You Know Who Your Beneficiaries Are?
- What Would Happen to Your Estate?
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