Heirs facing $30M tax bill; 'will not be pleased with their tax advisers'
Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.
Lump sum payment can mitigate sting of a late claim.
Life expectancy -- and life expectations -- crucial when devising claiming strategies
Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.
Different economic backdrop means longer work, more savings, less spending than parents.
But sometimes it's smart for one spouse to file before reaching 66
Official calls economic analysis "robust," says process is completely transparent.
The bond market's struggles have ignited investor interest in fixed annuities, though the products come with warnings, as insurers deal with the same rate pressure as bond owners.
Economy, Medicare factor into new Fidelity forecast but decline is only temporary
Survey shows 401(k) clients at smaller businesses expecting ramped-up service; fees the only thing they want less of
The first boomers turned 65 in 2010 — and suddenly advisers had to think less about accumulation, more about principal protection
As complexity grows, so does need for clear language, group told
B-D execs are up in arms over The Hartford's VA plan, saying considerable legwork will be required to ensure clients don't lose living benefits; litigation's a big concern, too.
