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Academic Journal

Planning for Required Minimum Distributions.

Subjects: INDIVIDUAL retirement accounts; MAXIMA & minima; WAIVER

  • Source: Journal of Financial Service Professionals; Jul2021, Vol. 75 Issue 4, p6-12, 7p

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Academic Journal

Picking the Best Retirement Plan for a Business.

Subjects: PENSIONS; BUSINESS planning; RETIREMENT planning

  • Source: Journal of Financial Service Professionals; May2021, Vol. 75 Issue 3, p6-12, 7p

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Academic Journal

By the Numbers: The 2021 Indexed Retirement and Social Security Numbers.

Subjects: SOCIAL security numbers; RETIREMENT

  • Source: Journal of Financial Service Professionals; Jan2021, Vol. 75 Issue 1, p5-9, 5p

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Academic Journal

The 2020 JFSP Year in Review.

Subjects: VOLUNTEER service; PROFESSIONS; FINANCIAL services industry

  • Source: Journal of Financial Service Professionals; Nov2020, Vol. 74 Issue 6, p5-8, 4p

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Academic Journal

Five New Ways to Improve America's Retirement Security.

Subjects: RETIREMENT income; BUSINESS planning; RETIREMENTAMERICA

  • Source: Journal of Financial Service Professionals; May2020, Vol. 74 Issue 3, p6-9, 4p

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Academic Journal

401(k) Design: Contribution Formula, Plan Eligibility, and Vesting Choices.

Subjects: FINANCIAL planners; DESIGN

  • Source: Journal of Financial Service Professionals; Sep2019, Vol. 73 Issue 5, p6-12, 7p

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Academic Journal

401(k) Hardship Withdrawals.

Subjects: DISTRIBUTION planning; HARDSHIP

  • Source: Journal of Financial Service Professionals; Jul2019, Vol. 73 Issue 4, p6-10, 5p

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Academic Journal

Is a 401(k) Loan in the Client's Best Interest?

Subjects: LOAN reimbursement; COMMERCIAL loans; LOANS

  • Source: Journal of Financial Service Professionals; Jul2019, Vol. 73 Issue 4, p51-63, 13p

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Academic Journal

The Role of a Retirement Plan Specialist.

Subjects: RETIREMENT planning; FINANCIAL planning; 401(K) plans

  • Source: Journal of Financial Service Professionals; Mar2019, Vol. 73 Issue 2, p6-12, 7p

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