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.
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
Some clients may not even realize they're supposed to enroll.
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.
The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.
How to maximize donations under the new tax rules.
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.
The acquisition would be the biggest yet for Hub, a new aggregator in the retirement-plan advice market.
There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.
The record keeper joins a handful of its peers in making health savings accounts more broadly available.
Medicare doesn't cover medical costs outside the U.S.
A look back at 20 events that rocked financial advisers and their clients, and helped shape our profession.
For divorces finalized starting next year, spouses paying alimony will no longer be able to deduct those payments.
The business could fetch as much as $1 billion, sources say.
Proposal promotes 'auto-portability' as a way to reconnect plan participants with retirement savings they've left behind.
EvoShare provides workers with credit-card perks in the form of contributions to a retirement plan.
