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SMI Private Client Classic: Personal Portfolio Management Is Now Available to All

Six months ago, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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The Nuts and Bolts of a Roth IRA Conversion

Moving retirement money from a Traditional IRA, 401(k), 403(b), or other tax-deferred account to a Roth IRA is a bit like refinancing a home mortgage: you get long-term benefits, but only if you’re willing to bear
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A Road Map to Retirement Plans for Small-Business Owners

Did you know that according to the National Center for Health Statistics, the average 65-year-old man today can expect to live at least 18 more years, while his similarly aged wife can expect to live more than 20 more
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Will Your Retirement Nest Egg Last? How to Use MoneyGuidePro to Find Out

It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
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Reconnecting With the “Labs” in MoneyGuidePro®

It’s been one year since MoneyGuidePro®, the top-rated financial-planning software, became available to SMI premium members (by arrangement with SMI Advisory Services — an affiliated, but separate, company from the SMI
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Updated Bonus Report on IRAs, 401(k)s, and Social Security

Now that the new tax law is in effect, we've updated several aspects of our free Bonus Report titled "IRAs, 401(k)s, and Social Security: A Retirement Planning Primer." The updated report is available in the "Resources"
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IRA Regrets: Is a Roth Always Right?

When Vanguard recently asked readers of its blog about their retirement planning regrets, the company received an overwhelming response. At last count, there were 569 responses. One common regret came from people who had
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Facing Your Fears: Modeling the Impact of a Significant Bear Market on Your Financial Plan

Investors have enjoyed a powerful bull market over the past 8½ years. But they also carry the emotional scars of the steep declines of 2000 and 2008. With stock valuations currently stretched to
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A SMarT Way to Boost Your Saving and Investing

Today’s American workers are being forced to shoulder a much higher level of responsibility regarding their retirement finances than past generations. With Social Security projections showing significant shortfalls
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An Exciting New Opportunity for SMI Members: Personal Financial Planning via MoneyGuidePro

Personalized financial planning offers tremendous benefits. Understandably, those benefits haven’t come cheap. But thanks to our friends at SMI Advisory Services and an
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