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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
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Just as the Pension Protection Act of 2006 made TDFs the new default, the Secure Act could make annuities a more common option for 401(k) plans.
A checklist for plan sponsors to consider when designing or evaluating an investment menu.