Choosing a lump sum instead of annuity a smart decision, says estate expert; setting up trust protects heirs.
New offering opens up access to insurance brokerages offering annuities, disability, long-term care.
Advisers need to break through the "cognitive dissonance" of clients.
Insurer has axed 2,500 reps in the past year.
Latest product features 4% withdrawal rates; can advisers do better on their own?
Windfall Elimination Provision trims benefits; spousal benefits can be wiped out
Plans to repay early Social Security benefits halted by recent rule change
Sufficient funds to pay full retirement benefits through 2033, then three quarters of benefits through 2087.
The Great Recession did a number on retirement savings of Generation X; early boomers, not so much.
Consumer Financial Protection Bureau worried about investment scams.
With different levels of sophistication and price, which claiming-strategy tool is optimal?
Deal ends roller-coaster ride for wealth management aggregator.
In this video interview on Morningstar, <i>IN's</i> retirement guru discusses the benefit of delaying retirement.
