Regulatory attention means advisers may want to rethink which companies they work with.
Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.
Here's how higher-earning spouses should maximize benefits.
A new tool can help resolve an age-old debate
For rich and famous clients (like the late Michael Jackson), careful planning is needed to keep the Tax Man from plundering the estate.
Gap between what they have and what they need closing in on $450,000.
Richard Stanger was a primary author of a little-noticed piece of a 1978 tax law, an 869-word insert that was lost in the political heat of the time.
Plan would supplement pensions and 401(k)s, and would aim to provide lifetime income
New initiative aimed at boosting retirement savings for middle- and low-income workers
Earnings above a certain threshold, charitable donations or business deductions may all be red flags
Bolstered by the research of some leading financial advisers and new rules from the Department of Housing and Urban Development, reverse-mortgage lenders hope to recast the product's role.
In today's world, the golden years are less a matter of set dates and dollars, and more a blend of work and play.
The New School's Teresa Ghilarducci weighs in on mandated savings, risk aversion and avoiding fees.
Through the new innovation, participants can expect to see fund expenses at about 10 basis points or less
In leaving estate outright to his partner, star stuck her with a multimillion-dollar tax bill
New book offers strategies to boost income and trim risk in the golden years
For the rich and famous, careful planning needed to keep the value of image out of Tax Man's clutches
Find out how to sign up for your personalized benefit estimate
Future cost-of-living adjustments applied to larger base benefit
