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Dynasty trust planning: A tax-efficient way to manage your family’s assets
It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.
How and why to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
Women save more for retirement but lag men
Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.
Bipartisan backing to halt DOL fiduciary rule nowhere in sight
An attempt to get Democratic buy-in on legislation that would force the DOL to hold off on finalizing its rule until the SEC acts died on the vine at a House hearing.
Congresswoman hopes hearing will build momentum against DOL fiduciary rule
Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.
Retirement savings gap between sexes narrows, but women still lag
Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.
Retirement plan advisers are preparing for major changes
Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts
Boeing 401(k) fiduciary breach lawsuit settled
The provisional settlement affects 190,000 employees and retirees of Boeing who first brought a case against the company in September 2006.
Gloom overshadows Wall Street, but some economists still see a September rate hike
Breakfast with Benjamin: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.
How to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
Now is not the time to look at your 401(k) investment performance
You no longer have to wait for a quarterly statement; you can log on right now and look. However, do yourself a favor — and don't.
Amazon’s risky 401(k) plan
Online retail giant's retirement program doesn't have much in common with its Silicon Valley peers, with company matches made entirely in Amazon stock.
Health-care scammers commit Medicare fraud beyond U.S. borders
Florida health-care companies illegally billed the government $25 million for services to people in Nicaragua.
Now is not the time to look at 401(k)s
We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.
Maximize an HSA to fund Medicare and other health expenses
Use the hat trick of tax-free cash for retirement care.
Is the bull market making advisers and investors behave better?
Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.
It’s early days for most robos eyeing the 401(k) market
As Financial Engines & Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.
Surprise: It may be wiser to pay smaller loans first
A new study suggests that the quickest way out of debt may be getting 'small victories.'
MetLife launches first longevity annuity for individual clients’ retirement accounts
Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.
Why women need life insurance
Having the right life insurance policy can give moms a peace of mind knowing their families will be taken care of if the worst were to happen.
