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Medicare and health savings accounts don’t mix
Unwary older workers can face tax penalties for funding an HSA after 65.
Where does the SECURE Act stand?
The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
RetireOne insurance platform buys EF Legacy Securities
Edelman Financial Engines sells its Kentucky-based broker-dealer unit.
Medicare premium increase and IRMAA surcharges announced for 2020
High-income surcharges will be adjusted for inflation for the first time in a decade
Why are fixed indexed annuities primed for growth?
FIA sales took off shortly after the demise of the DOL fiduciary rule.
Bad news for advisers offering financial wellness programs
They're at a competitive disadvantage relative to 401(k) vendors, health-plan providers and others, according to a new report
Investigation into 403(b) costs, sales could be an A+ for teachers
Wild, Wild West of retirement savings desperately needs a reform.
HSA fees drop, investment design shows improvement
Fund menus are important as financial advisers recommend clients invest HSA assets for the long term
Income annuities provide retirees longevity protection
An excerpt from Wade Pfau's new book, 'Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement'
What’s driving growth in the fixed indexed annuity market?
As consumers began to put more weight on preserving their retirement assets than growing them, fixed indexed annuity sales picked up.
Funding an HSA with an IRA
Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.
Jackson National to reintroduce fee-based annuities in New York
The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.
Medicare IRMAA surcharges to be adjusted for inflation in 2020
Indexing will slow the rise in Medicare premiums for some retirees.
Lincoln, other insurers likely to backtrack on New York annuity pullback
New York regulators issued new guidance that puts the industry at ease.
The SEC botched title reform. New York got it right
The SEC backed off a promising provision in its proposed rule, while New York takes on use of misleading titles in no uncertain terms.
Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule
The departures follow the news that Jackson National halted sales of some products in the state.
Retirement security advocates hope to attach SECURE to budget legislation in coming weeks
Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.
Headwinds to annuities in 401(k) plans persist
Legal and administrative challenges have stalled uptake by plan sponsors.
Hurricane Dorian puts flood insurance on the front burner
Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.
Jackson National suspends fee-based annuity sales in New York due to best-interest rule
Others insurers are also poised to pull out of the New York market given the tougher sales standards.
