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How to get what’s yours from Medicare
Philip Moeller, co-author of the bestseller "Get What's Yours: The Secrets to Maxing Out Your Social Security," discusses his new book on Medicare.
Sponsor of small 401(k) sued for losses tied to large ‘patent troll’ investment
Lawsuit argues plan wasn't diversified. Case doesn't fit prevailing litigation theme of targeting multibillion-dollar retirement plans for excessive fees.
What a Trump or Clinton presidency would mean for your money
Here's a cheat sheet laying out the two main candidates' positions on issues including jobs, wages, taxes, Social Security and retirement.
Secrets for successfully retiring before 65
Three early retirees in their 30s and 40s share how they're making their money last.
More than half of the student-loan borrowers regret going into debt
Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.
Nationwide to buy Jefferson National
The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.
Social Security timing can affect Medicare premiums
Should you claim Social Security now to avoid a Medicare premium hike?
Social Security timing can affect Medicare premiums
Should clients claim Social Security now to avoid a Medicare premium hike?
IRS more lenient on 60-day rollover
Filing late used to be difficult and costly to correct, but new rule alleviates a lot of the pain.
Grappling with retirement health costs
Health-care costs are “the great unknown of retirement” for many advisers.
This money tip could keep your marriage alive
A new study identifies how much, on average, is all right to spend without first talking to your partner.
Legislation supporting multiple employer plans could become reality by year-end
The retirement industry has increasingly called for open MEPs as a way to close the coverage gap in the private sector, and recent congressional moves make them a strong likelihood.
What Brad and Angelina’s split has in common with your divorce
Multiple studies have found that about two-thirds of all divorces are initiated by women.
New study documents mistakes by Social Security Administration staff
Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.
Senate committee unanimously approves bill to ease use of annuities in 401(k) plans
Legislation also would require defined-contribution plans to make lifetime income disclosures, and allow small employers to combine plans.
GAO study documents mistakes by Social Security Administration staff
Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.
Managed payout funds a tough sell to investors
The funds are more flexible than annuities, but can't guarantee a set payment for life.
Paying for retirement planning in a low return world: Are advisers worth the cost?
We need to be candid about the realities facing today's pre-retirees.
Advisers face big challenges in helping clients prepare for health-care costs in retirement
Longevity, rising costs make preparing a solid health-care budget next to impossible. (Related read: Health-care costs squeeze retirement savings)
Will the state take your client’s IRA? It can
Make sure clients are accessing their accounts or otherwise taking steps that would deem their accounts active.
