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Coordinating Social Security disability and retirement benefits
Spouses can claim benefits when mate collects disability.
Social Security cost-of-living adjustment expected to be lowest ever
Small increase will create a Medicare nightmare as premium hikes will vary.
Small Social Security cost-of-living adjustment likely for 2017
But increase would be seven times higher if pegged to Consumer Price Index for the elderly.
How reverse mortgages work as a source of retirement income
A home equity conversion mortgage — more commonly known as a reverse mortgage —is becoming harder to dismiss as an income tool for retirement plans.
How proposed caps could impact IRA and 401(k) accounts
Both the 2016 and 2017 proposed fiscal budgets included a $3.4 million limit on retirement savings for an individual.
Answers to advisers’ top questions on IRS’ late IRA rollover relief
Advisers can avoid all of these 60-day rollover issues by using only direct trustee to trustee transfers whenever possible.
DOL fiduciary rule will trim 401(k) advisers’ stable of record keepers, asset managers: study
The ever-present push toward lower-fee products and services plays a large role in advisers' consolidation of providers.
Alternative investments have made little headway in getting on retirement plan menus
Some argue that company-sponsored plans, viewed as the holy grail of asset management, are greatly in need of more options.
My Medicare coverage has been canceled, now what?
Some beneficiaries may receive a letter that says their policy will no longer be offered in 2017.
Wells Fargo embroiled in 401(k) lawsuit over cross-selling scandal
The company's "criminal epidemic" caused its stock price to tumble, leading to hundreds of millions in losses that 401(k) fiduciaries didn't try to prevent, according to allegations.
Financial advisers need to prepare for the coming age wave
Millions of investors unprepared for retirement but no one seems to have an answer.
Outsourced 401(k) fiduciary services emerge after DOL rule
Providers such as MassMutual and Mercer have recently unveiled new services, part of a trend seeking to capitalize on disruption caused by the DOL fiduciary rule.
Follow the presidential debate with <i>InvestmentNews</i> #INDebate16
Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using #INDebate16. (More: Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting against)
Merrill’s move to end commission IRAs a ‘tectonic shift’ for brokerage industry
Move could pressure other wirehouses to follow suit and lead to adviser attrition. Plus, Find answers to all of the most frequently asked questions on DOL fiduciary rule.
Most women claim Social Security early
Reduced lifetime income will force many to spend bulk of benefits on health care.
Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule
The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.
Most women claim Social Security early
Reduced lifetime income will force many to spend bulk of benefits on health care.
Self-funding employee health care pays off for some small businesses
Estimates of saving $1,000 per employee per year for practices with at least 25 workers is enticing some firms to take on additional risk.
Serving retirement-income clients a big challenge for financial advisers: study
Most financial advisers have not made any significant changes to how they manage portfolios for retirement-income clients, yet…
Renting out your second home could prove to be a gold mine
These three companies want to take care of all the work and maintain your property for you.
