Planning for this one aspect of retirement will help you maintain your sense of dignity as you age
Trying to get up to speed on Social Security-claiming strategies? Check out these go-to resources.
I love when readers with whom I consult about tricky Social Security-claiming strategies report back to me with results.
Details are incomplete, but it is clear that the filing point to the growing bifurcation in the variable annuity pool of offerings: There will continue to be traditional variable annuities with living benefits, but more and more, carriers will be bringing out products that are largely investment-focused.
About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year
Moving a trust to another state can extend its life or reduce your income taxes.
Moving a trust to another state can extend its life or reduce a client's income taxes
Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs
Average totals up more than 50% since 2008, Fidelity says.
You have to be creative and be careful of a couple key rules.
Investors shouldn't move funds based solely on the word 'free'
The demise of a noted research organization makes the job a bit harder.
Ease the bite of new tax rules with these strategies
High-net-worth investors increase appetite for risk, poll shows.
Individuals are taking a cue from corporations in moving assets to other states, but will regulators clamp down?
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.
