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Keyword: Retirement

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Senior couple planning a holiday

High bond yields and weak forecast for equities make conservative portfolios more attractive

Arrow cube

Households are facing the dual drags of inflation and higher interest rates, report says

senior woman on a laptop

Seniors living longer may reduce the need for downsizing

senior couple reviewing finances

Helping your clients decide how much to take out, and when, involves many variables

401k retirement

How to bring 401(k)s and IRAs north of the border

the easy path or the difficult path

Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies

Two senior ladies hiking in the woods

Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals


When a client moves to a new employer, decisions about their employee pension plan can have a profound effect

woman working on laptop

Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans

Pension saving

For the first time, a second earnings ceiling will be used to determine additional contributions

  • By: IE Staff
  • November 1, 2023 November 1, 2023
  • 11:12