Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
Advisers are turning to various services to estimate the unknowable in retirement
Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Morningstar researcher suggests 30% allocation to annuities - and more equities.
<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
COLA formula was established by law in 1972.
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.
Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.
Insurer brings its Essential Income 7 indexed annuity, Essential Income Benefit feature, to the platform.
Regulators homing in on whether insurers are presenting a picture of performance that's too rosy.
Debut of its new offerings follows an industrywide surge in popularity for the products.
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
