Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky
Dallas company will be custodian for the Treasury's 'myRA' program the president announced in January.
Giving stock instead of cash to a charity means the charity nets more, and you avoid any tax liability. A donor-advised fund is a good option.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? <i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20141121/FREE/112109999/PH" target="_blank">Top sellers of individual annuities</a>)</i>
With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.
December to January offers a great window of time to optimize your financial decisions for low taxes.
Proposal would hike investment taxes — and impose a transaction fee — but cut taxes for households under $200,000 income.
The case study of a family with complicated needs in the wake of a big sale
A group of big companies release an economic study aimed at preserving tax incentives, which may be on the table during budget negotiations on Capitol Hill.
Each spouse gets one, but couples can exercise a combo strategy.
Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.
But retirees will still need to prepare for rising health care costs in the long run, expert warns.
Pooled pension plans permitted to slash benefits, setting a disturbing precedent
A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
More than 75% are clueless when it comes to drawing down income in their golden years.
Additional payroll taxes would bolster trust funds initially
On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.
A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey
About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.
