GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.
Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million
Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.
With the right elections, married couples can dramatically up their payouts
Major upfront expense needed to get out from under 'ungodly' liabilities
Answers to some questions about Social Security claiming strategies for divorced spouses.
New survey reveals how prudent planners go about reaching their retirement goals
Tumult on the variable annuity scene is dampening sales at broker-dealers, raising some concerns about the impact on revenue.
Can someone who collects reduced retirement benefits early, say at 62, suspend his benefits later and still earn delayed retirement credits? The answer is yes.