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Merrill Lynch launches Social Security claiming tool
Other advisers can take a page from the the firm's action plan.
New bill would provide universal retirement coverage for U.S. workers
Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.
Are your clients using the wrong account to save for retirement?
Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.
Owner of Westminster’s winning dog to see big return on investment
Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.
Advisers, new pensions have holes to fill
Clients need to be sold on the idea of saving for retirement, and needing advice on retirement investments
Ask the Adviser: Why should I insure my home for more than I can sell it for?
Homeowners often get the amount for which they should have their home insured wrong.
What advisers need to know about popular long-term-care products
Deciding between traditional and combination products can be difficult, but better understanding plan features can help.
How to manage tax-efficient drawdowns in retirement
For many retirees, the conventional way of thinking may not be the most tax-efficient.
Obama proposes curbs to retirement-savings tax incentives for wealthy, heirs
The measures, which affect 401(k) and IRA limits and beneficiary withdrawals, have been proposed in previous budgets to no avail, but still worry financial industry groups.
Two bills to stop DOL fiduciary rule advance in House
The two bills would require Congress to approve the rule. Fight on a best-interests standard is now split straight down party lines.
Retirement income hit with highest effective tax rates
New software helps advisers maximize spendable income for clients.
DOL fiduciary rule could take $2.4 billion bite out of financial services industry
Implementing the standard on retirement accounts could reduce annual revenues by more than twice current estimates, according to a Morningstar report.
Social Security details new rules on claiming strategies
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
How much money is your spouse hiding from you?
A new study finds about 13 million Americans have squirreled away a checking, savings or credit-card account from live-in partners.
How to best adjust your plans to new Social Security claiming strategies
Here are a few scenarios that can help guide your claiming decisions.
Adviser Twitter fight erupts when Dave Ramsey bashes DOL fiduciary rule
The controversial financial guru said the Labor Department rule would "kill" the middle class' ability to get retirement advice.
The next big thing in retirement advice
Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia
Assets of largest retirement funds tumble 2.3% for year
Meanwhile, asset movement among defined contribution plans was flat.
Gov. Christie signs bill to create retirement plan marketplace for small businesses
Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.
Test your knowledge about upcoming Social Security changes
A new online quiz is tougher than it looks.
