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Why the Social Security file-and-suspend strategy isn’t for everyone
Just because you are eligible, doesn't mean this claiming strategy is right for you.
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security
Next president should tackle retirement program reform.
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny
SEC now digging into rollover advice, other aspects of conflicts relating to retirement accounts
For survivor benefits, timing is everything under new Social Security rules
The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.
Oracle Corp. 401(k) plan targeted for excessive fees
Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.
Could employers be the antidote to your student loan burden?
The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.
This app helps you collect money from your ex — without having to talk to them
With SupportPay, parents can upload a receipt, send the ex a bill, and “never have a conversation,” according to the company's founder.
Hedging the risk of Congress going after Roth retirement accounts
Breakfast with Benjamin Is it time to start hedging the risk that Congress might renege on its Roth promise?
Rising home prices put a damper on aspirational online real estate searches
Traditionally, buyers browsing online listings have looked at homes that cost more than they are planning to spend, but that has changed in some pricey markets.
Social Security issues new guidelines for popular file-and-suspend strategy
Updated April 29 deadline looms for those who want to take advantage of current rules.
Couple files Finra arbitration claim against Morgan Stanley in connection with energy investment
Attorney claims his clients lost more than $100,000 as U.S. oil prices collapsed.
Why it’s more difficult than ever to trust financial advisers
A new working paper by business school professors at the University of Chicago and University of Minnesota found that 7% of advisers have been disciplined for misconduct.
Financial Engines plans insurance, health care advice for 401(k) participants
The 401(k) managed account provider is pushing for more holistic financial planning.
How employment affects Social Security
Benefits may be reduced if you claim before 66 and continue to work.
How employment affects Social Security
Benefits may be reduced if you claim before 66 and continue to work.
How should retirement plans pay their 401(k) fees?
Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.
What Gene Wilder’s death can teach you about estate planning
Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.
Most Americans earmark tax refunds for savings, debt
More than half of the $330 billion in tax refunds Americans will get back this year will go toward savings or paying down debt — the highest percentage since 2007.
How much confidence do you have in your retirement?
A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.
Advisers shy away from LTC insurance dialogue: Study
Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.
