Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
From Casey Kasem to Sir Mick to Robin Williams, their estate planning successes and failures offer lessons for everyone
Most people don't take the time to envision what their lives will look like, post-paycheck
Biggest impact felt by employees in largest and smallest plans; they see drops of more than 10%
Biggest impact felt by largest and smallest plans.
Higher limitations for contributions gives advisers a chance to remind clients to save.
BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.
Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.
When a parent retires, becomes disabled or dies, children can collect benefits.
Some emerging-markets funds are invested in oil-driven economy.
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
But which gender is saving more? The answer may surprise you.
Working beyond Medicare age can save thousands per year.
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
Four steps you should take in your 20s and 30s
NASAA warning highlights need for advisers to know the ins and outs of these accounts.
Even if you didn't sell shares, the manager's actions within your fund may trigger a check to Uncle Sam
With a new health care reform employer mandate on the way, expanding expertise becomes imperative
