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Tag "Child IRA"

Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

    Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

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Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”

    Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”

“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”

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Who is Using The Child IRA Right Now

    Who is Using The Child IRA Right Now

The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.

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How to Take Advantage of The Child IRA Under Current Laws

    How to Take Advantage of The Child IRA Under Current Laws

Current or prospective parents and grandparents may be interested in looking into child modeling as a way for their children and grandchildren to generate the earnings necessary to take advantage of The Child IRA.

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Everything You Always Wanted to Know About The Child IRA

    Everything You Always Wanted to Know About The Child IRA

How $1,000 a year through the end of high school can give a newborn baby at $2.25 million head start to living a comfortable retirement!

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Exclusive Interview with John Bogle: Industry “Crying Out for Change”; says Fiduciary Rule “a Turning Point”

    Exclusive Interview with John Bogle: Industry “Crying Out for Change”; says Fiduciary Rule “a Turning Point”

Here’s the raw, uncut interview with the straight talking industry giant who was on to “fiduciary” before we even knew what it was.

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Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

    Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

Would a “Child IRA” be more successful with an associated government matching program?

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Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

    Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

In this amazing interview, each answer could write its own headline!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/7/14

The Impact of Election, DOL targets advisor fees and Viannuity?

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