Posts

3 Mark Financial Blog

Delaying RMDs for a Business-Owning Client

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The man was a small-business owner, who despite being in his…
3 Mark Financial Blog

Fewer Retirees Start Social Security at Age 62

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If you plan to delay claiming Social Security benefits beyond…
3 Mark Financial Blog

Planning opportunities on a client’s 1040: deductions

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In the first post in this three-part Under the Hood series,…
3 Mark Financial Blog

How to review IRS Form 1040, line by line

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Considering the tax increases we’ve witnessed during the past…
3 Mark Financial Blog

What Business Owners Need From Advisors

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LAS VEGAS -- Investing more time in client discovery, especially…
3 Mark Financial Blog

Getting paid to wait: The Social Security secret your clients need to know

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Social Security has never been more important to retirement success.…
3 Mark Financial Blog

Social Security expertise in short supply

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Retirement advisors regularly take continuing education courses…
3 Mark Financial Blog

Brokers handling IRAs face tougher rules under Obama-backed plan

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(Bloomberg) -- Brokers and insurance agents providing retirement-savings…
3 Mark Financial Blog

Do you know these Social Security facts?

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If you’re an advisor selling to the boomer and senior markets,…
3 Mark Financial Blog

Social Security’s negative returns

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Lifetime payroll tax contributions will exceed the amount of…