INTV

Mary Beth Franklin: Why that Social Security check might be less than you expected

January 11, 2017 | Runtime: 1:45

One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.

Ed Slott: What advisers need to know about 401(k) rollover options post DOL fiduciary rule

January 10, 2017 | Runtime: 4:00

Advising clients who are approaching retirement on what to do with their 401(k)s has become even more complicated following the DOL fiduciary rule. Ed Slott of Ed Slott's Elite IRA Advisor Group discusses what advisers need to consider.

Mary Beth Franklin: How to correct erroneous Social Security earnings records

January 05, 2017 | Runtime: 1:37

What do you do when you find out your Social Security earnings record is wrong? InvestmentNews contributing editor Mary Beth Franklin discusses how to spot errors and the steps to take once you find them.

Ed Slott: 3 fatal IRA and retirement plan errors to avoid

January 04, 2017 | Runtime: 5:30

Fatal IRA or retirement plan errors cannot be corrected, and advisers need to make sure they don't happen on their watch. Here's what to watch out for, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

Ed Slott: The DOL fiduciary rule is a game changer for financial advisers

December 29, 2016 | Runtime: 2:51

Going into the new DOL fiduciary environment, advisers must prepare by using education, communication, documentation and follow up, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

Did the Department of Labor get it right with the fiduciary rule?

December 28, 2016 | Runtime: 2:05

Executives from organizations including AARP, CFP Board, Institute for the Fiduciary Standard, National Association of Insurance and Financial Advisors, and Rebalance IRA weigh in on why they're "cautiously optimistic."

Mary Beth Franklin: How Social Security benefits are really calculated

December 27, 2016 | Runtime: 1:50

InvestmentNews contributing editor Mary Beth Franklin breaks down how the Social Security Administration calculates benefits and what advisers' clients can do to maximize the money coming in.

Ed Slott: Why IRA and plan rollovers are one of the biggest traps in the retirement market

December 22, 2016 | Runtime: 3:51

Financial advisers should only use direct trustee-to-trustee transfers and must avoid certain situations that can trigger big tax bills for clients, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

Mary Beth Franklin: What baby boomers taking their first RMDs need to know

December 22, 2016 | Runtime: 2:25

Retirees can delay taking their first required minimum distribution until April 1 after the year they turn 70 1/2. Here's what they need to consider before doing that, according to InvestmentNews contributing editor Mary Beth Franklin.

Ed Slott: 5 common mistakes clients make with RMDs

December 20, 2016 | Runtime: 5:28

Millions of baby boomers are hitting the magic age, 70 1/2, where they have to take required minimum distributions. Ed Slott of Ed Slott's Elite IRA Advisor Group highlights the costly mistakes that most often trip clients up.

 
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