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What's in a (Social Security) number?

September 12, 2013

I never know what I'll find when I'm surfing the Social Security Administration's web page. It's a wealth of information, though the treasure trove of rules and statistics can be overwhelming if you don't know where to look. The other day I...

Advisers missing opportunity as Gen Xers short on life insurance

September 12, 2013

Generation X investors are in a prime position to step up their life insurance coverage, but advisers are missing the boat on the opportunity. The 2008 recession left that group — born between 1961 and 1981 — with an median individual life...

Timing is everything when ex-spouses claim Social Security

September 10, 2013

Social Security-claiming strategies for divorced spouses can be particularly confusing as evidenced by the slew of questions I receive from financial planners trying to give their clients the best advice. As you know, a divorced spouse is entitled...

Social Security earnings limit clarified

September 8, 2013

B y now, most InvestmentNews readers know that collecting Social Security benefits before full retirement age while still working can result in reduced benefits — or even wipe out benefits completely — if earnings from a job significantly...

Health care knowledge boosts your value

September 8, 2013

According to a Kaiser Family Foundation survey published last month, 51% of those polled said they don't have enough information about the Affordable Care Act to understand how it will affect them and their families. That isn't surprising, given...

Jackson breathes life into some of its VAs

September 6, 2013

Jackson National Life Insurance Co. has brought back the joint life options for a group of variable-annuity-withdrawal benefits that it did away with last October under pressure from interest rates. Starting Sept. 16, advisers once again will...

Biological ties trump marriage bond for Social Security benefits

September 6, 2013

I received a question from a reader this week, an “unwed” father (his own description) asking if his three-year-old would qualify for Social Security benefits when he claimed retirement benefits next spring at age 62. “His mother and I...

Social Security earnings limits apply to gross wages

September 4, 2013

By now, most InvestmentNews readers know that collecting Social Security benefits before full retirement age while still working can result in reduced benefits — or even wipe out benefits completely — if earnings from a job significantly...

Lincoln National jumps into new fixed annuity business

September 3, 2013

Lincoln National Corp. is rolling out its first deferred-income annuity, jumping into a small but rapidly growing product category. The carrier, which already has a major presence as a seller of variable and indexed annuities, today launched...

Most retirees get only one chance to claim Social Security benefits

September 3, 2013

In most cases, a retiree gets just one chance to decide how and when to collect Social Security benefits: claim a reduced benefit early; wait until normal retirement to receive a full benefit; or postpone retirement up until 70 to collect the...

Paying more upfront

September 1, 2013

AS HIGH-DEDUCTIBLE health plans with associated health savings accounts grow in popularity, more financial advisers are fielding questions from clients about their benefits and drawbacks. Advisers can play an important role in guiding clients...

Bumpy road ahead

September 1, 2013

The Oct. 1 rollout of the new health insurance ex-changes is right around the corner, but advisers with entrepreneurial clients and early retirees are still a long way from finding out how their clients might benefit from using these state and...

T. Rowe bars some workers from 401(k) trading

September 1, 2013

T. Rowe Price's decision to bar a group of American Airlines employees from trading in their 401(k) plans may point to ways for fund firms to protect themselves and plan sponsors from potential liabilities. The firm banned 1,300 employees of...

T. Rowe bans 1,300 airline workers from trading 401(k) accounts

August 27, 2013

T. Rowe Price's decision to bar a group of American Airlines employees from trading in their 401(k) plans may be a way for fund firms to protect themselves and plan sponsors from potential liabilities. The firm banned 1,300 employees of the...

SEC charges trader with Ponzi scheme using retirement investments

August 26, 2013

The Securities and Exchange Commission today filed fraud charges against a trader who allegedly took millions in retirement savings from clients hoping to boost returns, only to blow the money on funding a bounty hunter reality TV show that...

Rethinking retirement planning

August 25, 2013

One of the key elements of traditional financial planning is to prepare for a secure retirement. But the idea of accumulating sufficient savings to finance a comfortable lifestyle for 30 years may be an impossible dream for many Americans. For...

Festive fall on tap for Washington but action is another thing

August 23, 2013

Investment advisers are once again wondering what will happen with tax policy when Congress returns to work next month after its summer recess. The fall is likely to be festive, with lawmakers and the White House wrangling over the federal budget...

The when, who and how of creative Social Security strategies

August 23, 2013

All I can say is "wow!" More than 3,300 financial advisers signed up for my Social Security Boot Camp webinar this week, and more than 240 questions were submitted in advance of the live webcast on Aug. 20. View the archived webcast and slides...

Sixty-six is the magic age

August 22, 2013

Underlying all the tricks of the Social Security-benefits-claiming trade is the fact that timing is everything. That's according to Mary Beth Franklin, contributing editor at InvestmentNews and resident Social Security expert, who discussed...

LPL to offer advice to 401(k) participants

August 22, 2013

Retirement plan participants served by Ascensus Inc. and The Vanguard Group Inc. — with more than $2 billion in assets combined — are set to begin receiving personalized financial advice, courtesy of LPL Financial Retirement Partners. LPL...

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