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A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
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New IRS rules complicate the calculation of required minimum distributions for those who have inherited individual retirement accounts.
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Total annuity sales surged to $310.6 billion last year, a 22% spike from 2021 results and 17% above the record set in 2008
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When looking for a financial advisor, make sure you ask how they’re compensated.
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I had long wanted to attend one of these steak dinners, and if you are in or near retirement, or sort the mail of people who are, you might be curious about them as well. Such dinners have been a cause for concern.
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A new report by Finra on its 2022 exam findings shows a significant number of product switches have not been in customers’ best interests.
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What do most Americans do with their money? Make mistakes, apparently.
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Highlights include CRATs and monetized installment sales.
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The Finra penalty included a fine of $200,000 and restitution to clients of $498,000 plus interest.
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