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Late-in-life children can tangle your finances. Here are four rules to help.
Put retirement savings ahead of college; if you're older, you have less room for error, and you need to take care of yourself first.
Slow start to Obama’s grand ‘MyRA’ retirement savings program
Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.
Help investors plug the $24 billion retirement savings leak
Workers forfeit an estimated $24 billion a year by not contributing enough money to their 401(k) plans to capture their employer's full match.
How to become a more valued retirement plan adviser
Employers are looking to discuss the specific needs of plan participants, which will eventually lead to solutions you can offer.
From elder planning to implementation
Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement
The case for Roth IRA conversions for high-income investors
Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.
Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets
With pension closed, options include lump-sum distribution, annuity, 401(k) or IRA.
Tax season is over, but IRA fixes can still be made
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Medicare becoming a bigger piece of retirement planning for advisers
With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.
How will Medicare travel with you this summer?
Prepare for that bon voyage by finding out how you can use Medicare while traveling.
How will Medicare coverage travel with clients this summer?
Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.
B.B. King’s family fight sheds light on power of attorney’s role
Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.
Missed Social Security claiming opportunity costs client more than $29,000
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
How gamification can help get clients to plan for retirement
People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.
No excuse for small companies’ lousy 401(k)s anymore
A shocking number of plans still charge more than 2% in fees, but technology is changing the game.
Elder care needs will transform advice industry
Demand will shift from retirement income to housing and care issues.
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule
House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.
Employees losing a whopping $24B in retirement savings
The typical worker forfeits $1,336 a year in lost 401(k) employer matches. Are you one of them?
Rich kids of Instagram: Is an inheritance a blessing or a curse?
How do you instill values in your children so that even the most privileged work for the benefit of their families and others?
Secrets to surviving a rising rate environment
Adding a mix of nontraditional investments to fixed-income holdings can help.
