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401(k) bond funds get a makeover
The once sleepy side of the retirement plan fund menu now features a variety of choices.
To Roth or not to Roth? How to lower your tax bill on retirement savings
Guidelines for three different groups of workers on choosing a tax-smart combination of sources for retirement savings.
Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers
Regardless of how the high court rules, ongoing investment monitoring will be here to stay.
Where to invest during the run-up to the presidential election
Breakfast with Benjamin: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.
Health costs in retirement keep climbing
Average costs could exceed Social Security benefits in the future; a 65-year-old couple could spend as much as $400,000.
Boost Social Security benefits with these 4 ideas
Consider key details about your age, spouse and work history.
IRA incentives help savers, but they need to keep a close eye on fees
The programs, including one launched last week by Fidelity, won't make everyday investors millionaires, but they help
Four strategies to boost Social Security benefits
Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.
Stop guesstimating, or worse, ignoring, your clients’ health care costs in retirement
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Consider these tax consequences when splitting assets in a divorce
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Money Milestone: Five questions to ask before buying a vacation home
More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?
Alternatives make push for retirement accounts
Being used in target date funds, but higher fees may prevent widespread use
Fiduciary duty becoming a more partisan issue, with Republicans standing alone against it
Republicans stand alone as a barrage of letters flood Capitol Hill aimed at stalling the pending rule – at least, for now.
Charitable IRA rollovers and what you’re missing, thanks to Congress
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
One often-overlooked strategy to save on Medicare
You could pay less for Parts A and D by recognizing if you qualify and following these steps to file
Republican introduces bill to halt Obama’s DOL fiduciary push
Rep. Ann Wagner says proponents are 'offering a solution in search of a problem.'
Why Obama is ‘proud’ of this adviser
President quoted Sheryl Garrett, founder of an hourly fee network, in supporting fiduciary standards.
Early onset Alzheimer’s: When plans are upended
Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services…
Bigger & Better
Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?
Transamerica offers legacy variable annuity clients a buyout
This offer affects more than 30 types of variable annuity contracts issued by the insurer
