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66 is magic number for retirement age

June 2, 2013

Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published by...

Gaining Social Security expertise can make advisers clients' allies

June 2, 2013

More and more, financial advisers are becoming experts in Social Security-claiming strategies, and their clients are better off as a result. And for those who haven't yet mastered the intricacies of this vital benefits program, there is no shortage...

As MetLife cuts, adviser ranks are thinning out fast

June 2, 2013

MetLife Inc. is making good on its plans to ratchet down sales of variable annuities and universal life insurance with secondary guarantees in the United States, and dramatically reduce head count in its financial adviser force. Over the past...

Urgency to fix Social Security financing growing

May 31, 2013

Social Security's retirement and disability programs have enough resources to cover benefits for the next 20 years, according to the latest Social Security and Medicare trustees report, issued today. After the trust fund surplus is exhausted...

MetLife adviser ranks thinning out fast after cuts

May 31, 2013

MetLife Inc. is making good on its plans to ratchet down sales of variable annuities and universal life insurance with secondary guarantees in the U.S. and dramatically reduce head count in its adviser force. Over the past year, the company...

CBO report on tax incentives could incentivize tax reform foes

May 30, 2013

A new report by the Congressional Budget Office showing that tax incentives for retirement savings and lower tax rates for investments mostly benefit the wealthy may become fodder for lawmakers in the debate over comprehensive tax reform. “For...

Magic retirement number is 66, but Medicare a key factor

May 28, 2013

Sixty-six is the magic retirement age for people seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published...

Mary Beth Franklin: Public servants get short end of Social Security stick

May 28, 2013

Over the past few weeks, I've heard from several public sector employees and retirees who are hopping mad about rules that offset the Social Security benefits they earned while working in the private sector before, after or during their government...

All-bond VA from Pru gets tepid reception

May 26, 2013

Prudential Financial Inc.'s latest variable annuity release goes into all-bond territory, a development that is getting a lukewarm reception from broker-dealers and representatives. The insurer unveiled its Prudential Defined Income variable...

Avoid getting undone by the do-over strategy

May 26, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Coaxing boomers to keep investing

May 26, 2013

The stock market has recovered from the plunge sustained during the financial crisis, but that doesn't mean the confidence of your clients has been fully restored. Some fear lingers when it comes to investing, and chances are, you've seen this...

Mary Beth Franklin: With Social Security, no double dipping allowed

May 22, 2013

I often receive questions from financial advisers who are anxious to maximize their clients—on in some cases, their-own—retirement income through smart Social Security claiming decisions. Unfortunately, the strategies that some of them propose...

Pru's all-bond VA getting lukewarm reception

May 21, 2013

Prudential Financial Inc.'s latest variable annuity release goes into all-bond territory, a development that's getting a lukewarm reception by broker-dealers and reps. The insurer unveiled its Prudential Defined Income variable annuity in February,...

Mary Beth Franklin: Undone by the do-over strategy

May 20, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Protective protects itself

May 19, 2013

Up-and-coming variable annuity player Protective Life Insurance Co. is taking steps to stem the flow of contract premiums. In a filing last Monday with the Securities and Exchange Commission, Protective said that it no longer will accept any...

Financial insecurity awaits Gen Xers in retirement

May 19, 2013

When the Great Recession hit in 2007, it affected the entire economy, and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven. Early boomers — those born from 1946 to 1955 — are on...

Health costs drop, but don't get excited

May 19, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Health coverage may not be client's first priority

May 19, 2013

When it comes to helping clients save for health care costs during retirement, financial advisers need to balance concerns about massive medical costs with a retiree's quality of life, which is no small task. The keynote session at the Retirement...

Retiree health care nut drops by $20k — but hold the parade

May 16, 2013

The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year. In its annual estimate of health care expenses for retirees, Fidelity Investments found a number of factors...

Coming to Gen-Xers in retirement: Downward mobility

May 16, 2013

When the Great Recession hit in 2007, it affected the entire economy and its pain was felt across the generations. But in the years since, recovery of personal wealth has been uneven. Early boomers — those born from 1946 to 1955 — are on...

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