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Dean Fox
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Published work by Dean Fox
Article
Wills, Living Wills & Health Care Proxies: A Solid Foundation for Estate Planning
When it comes to estate planning, three key documents are the last will and testament, the living will, and the health care proxy: A last will and testament (commonly called a “will”) contains instructions that take effect after an individual’s death – to distribute property, pay debts, and make arrangements for buria...
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Article
How to Look Behind Mutual Fund Performance Numbers
If you are a mutual fund investor, it’s hard to resist peeking at those performance reviews published every year — the ones that list the top-performing funds. Perhaps you’re hoping that your fund will be among them, or you may be seeking new investment ideas. In either case, mutual fund performance statistics can be...
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Article
Discover the Benefits of an Irrevocable Life Insurance Trust
The affluent have always had access to strategies designed to help them pass money to their heirs with minimal tax obligations. One of the most common estate tax planning strategies is an Irrevocable Life Insurance Trust (ILIT). An ILIT is easy to understand, relatively easy to implement, and in many situations, avoid...
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Article
Take the Right Steps to Protect Your Retirement Income
Saving for retirement: It used to be something you could count on your employer to do for you. But not anymore. Thanks to the increasing use of 401(k) and other types of contributory retirement plans over the past 30 years, the percentage of private-sector workers who qualify for the guaranteed retirement income provi...
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Making the Most of Roth IRA Opportunities
Although Roth IRAs (Individual Retirement Accounts) have been around for years, they initially were not available to many higher-income individuals due to restrictions imposed by Congress, which limited those of high net worth from contributing to these accounts. Under the Tax Increase Prevention and Reconciliation Ac...
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Article
How to Prepare for a Retirement Plan Distribution
One of the most important financial decisions that many people make involves the distribution of money from one or more retirement plans. When the time comes to begin making withdrawals, many plan participants are not prepared to make the decisions that may be right for them. Often, they don’t understand the choices a...
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