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How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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10 Ways to Generate Retirement Income
Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.
By Mike Decker, NSSA® Published
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How to Live Like You’ve Won the Lottery
Just because you haven’t won a jackpot doesn’t mean you can’t fulfill your dreams of doing what’s important to you with who is important to you.
By Frank J. Legan Published
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Want to Move to France? What to Consider Financially
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning.
By Alex Ingrim, Chartered MCSI Published
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Stock Market Today: Markets Bounce Back on Rate-Cut Optimism
The latest readings on consumer sentiment and inflation helped lift the odds of the Fed easing in September.
By Dan Burrows Published
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Citigroup Reports Q2 Earnings: Buy, Sell or Hold?
Citigroup stock is down despite reporting second-quarter earnings results that topped analysts’ expectations. Here’s what you need to know.
By Joey Solitro Last updated
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Wells Fargo Stock Falls Despite Q2 Beat: Buy, Sell or Hold?
Wells Fargo stock is down despite reporting better-than-expected second-quarter earnings results. Here’s what you need to know.
By Joey Solitro Last updated
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All 30 Dow Jones Stocks Ranked: The Pros Weigh In
blue chip stocks The Dow Jones Industrial Average comprises 30 blue-chip stocks that are tops in their industries. But some Dow Jones stocks are better buys than others.
By Dan Burrows Last updated
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JP Morgan Chase Tops Q2 Expectations: What to Know
JP Morgan Chase released its second-quarter earnings results. Here’s what you need to know.
By Joey Solitro Published