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Financial planning news from around the web: Sept. 3 – 7, 2018

Written on Sep 6, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

These are the best and worst states for retirement
Where are your clients thinking about retiring? Hilton Head, South Carolina? Jekyll Island, Georgia? Maui? For the best bang for their buck, tell them to try Falls Park in Sioux Falls, South Dakota.

IRS addresses 401(k) student loan benefit programs
In a recently released private letter (PLR) ruling, the IRS addressed an employer seeking to offer a “student loan benefit program” as part of its 401(k) plan. The PLR, may encourage other employers to consider offering similar benefits for their plans.

Trump signs executive order to boost retirement savings
President Trump last week signed an executive order aimed at boosting retirement savings by giving Americans more time to keep their money in tax-deferred accounts and allowing small businesses to band together to offer 401(k)s.

Financial planning in the age of dementia
Financial planning around dementia is a complex matter. A client’s team should be comprised of personal and professional individuals who have the client’s best interest at heart.

Tech Corner - The best VPNs for gaming
Is your kid a gamer? Or maybe it’s you? For online gamers, speed is key. PC Magazine did some testing and came up with a list of the best VPNs for gaming that will protect your privacy without leaving you lagging.

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