Ex can claim on former spouse's record, even one who hasn't yet retired.
Clients in self-directed IRAs turned over control; 20% returns pitched.
For Edward Kohlhepp, a certified financial planner with Kohlhepp Investment Advisors Ltd. in Doylestown, Pa., the memories of 9/11 are still vivid
Those famous nine-digit numbers are no longer tied to geography
Young child qualifies when a parent claims retirement benefits.
goalgamiPro software designed with independent RIAs in mind.
Senate committee OKs central clearinghouse for issuing certification across multiple states; bill died last time around
With deferred-income annuity, insurer jumps into a small but rapidly growing product category.
In a few states, the Hartford has informed some clients they can keep their existing investment options. Which ones? Darla Mercado has the details.
Regulators are worried that life insurers are taking advantage of vague variable annuity contract language and are doing something about it. Darla Mercado explains.
Defined as spouses for benefits; based on where married, not where living.
Labor Dept. ruling a boost for employers, retirement plan sponsors, 401(k) service providers.
Why dipping into your retirement savings raises the stakes
But your spouse can sometimes step up to a larger benefit later
Filing joint returns could make it easier to inherit money tax-free
Social Security earnings cap disappears at full retirement age.
