Inflation, social security, taxes, custom indexing: Best of retirement news – Financial Planning

November 1, 2021 10:06 AM

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Advisors trying to plan for their clients’ retirements faced a particularly tough last few months as the Biden Administration’s tax plans struggled to take shape and the market hit record highs coupled with increasing fears about inflation and supply-chain woes. With so much uncertainty about what clients’ tax rates are likely to be and which tax strategies might work best for their portfolios, advisors also looked closely at prospects for Social Security reform and other policy developments that could affect retirement prospects for clients.

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