But declaring 'independence' comes with hefty taxes – which trusts can help curb.
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Americans deserve simpler tax code to help them calculate how much they owe, tax regulator said this week
Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.
A New York regulator alleges that one insurer limited the returns of legacy variable annuity clients
With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.
One-day training session promises to give you a leg up on the competition.
The devil is in the details when it comes to making sure retirement plan advisers are not at risk of a regulatory breach
Employers are turning to a new kind of adviser to help their employees save for retirement, a new survey shows.
Fine print on older contracts leaves elderly clients in position of losing death benefits.
Appeals court backs claims that company breached its fiduciary duty. Could their win change how you save?
New paper suggests flexibility around withdrawal rates, asset allocations is a better approach.
A new policy simulation tool lets users design their own package of reforms to fully fund Social Security. If individual users can make these tough decisions, why can't elected officials?
Difference between claiming strategies could be worth as much as $250,000 in lifetime benefits
Dave Camp, the Republican House Ways and Means Committee chairman, is filling in the blanks in his plan to revamp the U.S. tax code and leaning on the financial industry to help pay for lower tax rates.
New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world.
