Matters can get complicated when a new spouse enters the picture.
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.
How business owners can prepare themselves now for eventually handing over the reins to their successors.
Broader work experience definition allows columnist to use designation.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
Premiums have been rising twice as fast as Social Security COLAs.
It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.
An attempt to get Democratic buy-in on legislation that would force the DOL to hold off on finalizing its rule until the SEC acts died on the vine at a House hearing.
Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.
Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.
Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts
The provisional settlement affects 190,000 employees and retirees of Boeing who first brought a case against the company in September 2006.
<i>Breakfast with Benjamin</i>: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
