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.
How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.
Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.
Daniel Bonventre, who ran Mr. Madoff's broker-dealer for almost 40 years, received half the minimum time prosecutors sought in the case.
Here are a few retirement questions financial advisers should prepare for clients to ask.
