A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.
The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.
Spark Institute proposes uniform rule based on where couples were married
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.
Employees alleged the paper distributor breached its fiduciary duty.
Earnings in months leading up to retirement date can be ignored.
ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
The Southwest Airlines pilots, who subscribe to an investment newsletter, are hurting certain funds by trading en masse, Vanguard says
In the wake of fraud allegations over alternative investments, Bruce Kelly warns that advisers need to do their due diligence when choosing an alt. <b>More:</b> <a href="http://www.investmentnews.com/article/20130811/REG/308119973">Investors defrauded by real estate guru: Finra</a>
Are Americans ready for retirement or not? Depends on whether you are an optimist or pessimist &mdash; new studies point to either yes or no. But according to two advisers, most people still have work to do.
The SEC has hired more and better professional examiners and any new registrants or any adviser who hasn't been vetted in the last 10 years "will be getting a visit this year," securities lawyer Thomas Giachetti said Monday at the Schwab Impact Conference..
