But without pensions, boomers won't have a choice.
The wirehouse's public fanfare about ditching IRA commissions under new fiduciary regulation would be a large factor in deciding to stay the course.
If you're saving for retirement or other long-term goals, too much fear and caution can be dangerous.
New rules require weighing claiming strategies against competing income goals.
New report details the high cost of living longer with fewer resources than men.
A number of longtime 401(k) plan designs fail to reflect a new workforce, according to a Government Accountability Office report.
Lower incomes and fewer assets in savings plans lead to problems in retirement.
In the end, will the new rule survive? Just as there are paths to ultimate revocation, there are also paths to survival.
True Link joins crowded digital-advice market dominated by big financial names..
WealthPLAN Partners was with LPL for 27 years.
Marriage has been holding steady for the past several years, but weddings are still half as common as they were in the 1970s and early 1980s.
Two sets of benefits exist for ex-spouses depending on their birth dates.
Each of the underlying duties of the fiduciary rule's best-interest standard — loyalty, care and individualization — require advisers to take specific actions.
Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.
FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Some 42% of parents said they're losing sleep worrying about future college costs, and 63% feel guilty that they won't be able to pay more.
Advocates of federal direct loans are worried that privatization could mean the end of student loans as a broad entitlement.
The Department of Labor's rule exempting state-based auto IRA plans from ERISA could be in jeopardy under the new Republican administration. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Largely ignored now, changes could make MEPs popular among retirement plan advisers.
Plus, the strategy can help reduce required minimum distributions and cut taxes.
