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Retirement Upside

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

The financial planning tools advisors rely on are evolving from recommendation engines to direct advice enablement, which could help both advisors and their clients.

4 min read

Photo by Ahmet Kurt via Unsplash

Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

2 min read

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