Columnist is one of the owners of a VA contract that insurer is cutting fees on.
Medicare doesn't cover medical costs outside the U.S.
Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.
UBS, Morgan Stanley, Raymond James, LPL and Merrill Lynch are among the B-Ds giving retirement plan advisers more ways to offer fiduciary investment services to 401(k) plans.
The chairman of the House Ways and Means Committee is upping the ante on his prior effort to pass a package of tax and retirement measures.
Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.
Are you helping clients with the four key transitions in retirement?
With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.
Some clients may not even realize they're supposed to enroll.
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
There's still time to re-shop Medicare coverage for those already enrolled.
Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.
How to maximize donations under the new tax rules.
The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.
New top tier added for ultra-high-income retirees next year.
New top tier added for ultra-high-income retirees next year.
Help clients understand that retirement is about more than money.
Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.
There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.
The acquisition would be the biggest yet for Hub, a new aggregator in the retirement-plan advice market.
