Actually, they can claim one type early and switch to the other later to maximize benefits
More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health.
Celebrating rising value of health benefits a real reach; wage stagnation the issue
Move to suspend investments will give the government about $156B in breathing room.
Pressure builds to scale back annual inflation adjustments
Marriage must last at least 10 years to claim Social Security benefits on ex-spouse
Small-business owners stand to benefit from deductions
Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant
Even a self-professed expert gets it wrong sometimes
For clients who are within five years of retirement, investment consultants would be wise to heed that well-known value investor Benjamin Graham, who said that the investor “will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.” We believe that an investment strategy that cultivates a substantial and growing cash flow via dividend and interest income can be an attractive solution for retirees who are trying to balance present income needs with future purchasing power. The combined focus on a rising income stream plus acceptable risk-adjusted total return may help keep retirees on path during difficult markets.consultants are rethinking how to help baby-boomer clients build sustainable retirement plans.
The Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts.
Raising of estate tax exemption to $5M lessens need for policies that shield assets.
Ameriprise workers filed suit in 2011, claiming firm profited from costly plan options
Chance to invest in hard assets can lead to big returns, but rules are complex.
According to a study by Cogent Research LLC, there are stark contrasts between older and younger members of the boomer generation that advisers and asset managers should be aware of.
Demand continues to surge despite pullback by insurance companies of product benefits.
