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March 28, 2023

retirement savings

Insurance Insider Newsletter

Tax Credit Helps Low- and Moderate-Income Workers Save for Retirement

November 12, 2014 Calbroker Admin

By Leila Morris – Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2014 and years ahead, according to the Internal Revenue Service. The saver’s […]

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Helping Clients Regain Retirement Confidence

March 26, 2013 Calbroker Admin

There is a silver lining to the lack of confidence seen today’s in employees planning for retirement. Nearly 70% of workers say they need to save 10% or more of household income in order to […]

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Insurance Insider Newsletter

Deferred Income Annuity Sales Break Records in 2012

February 27, 2013 Calbroker Admin

Subscribe to Insurance Insider News by Leila Morris ANNUITIES • Deferred Income Annuity Sales Break Records in 2012 IN CALIFORNIA • Commissioner Offers His Own Geographic Rating Proposals • Healthcare To Take a larger Share […]

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Retirement Planning’s ‘Magic Numbers’

January 25, 2013 Calbroker Admin

Fidelity Investments, the nation’s largest provider of 401(k) plans has come up with a magic number to determine when your clients are saving enough. Typical wage earners, it said, should aim to save at least eight […]

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