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| Over the last month, there have been several critical developments for retirement planning that will have large ripple effects throughout the industry. Catch-up on what you may have missed. |
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| | Proposed regulations provide the best window into the IRS’s thinking on a variety of issues to date. |
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| | Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink. |
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| | An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early. |
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