Displaying 7791 results
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…
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential
How to better estimate life expectancy
Gauging how long your clients will live has major consequences for retirement planning.
Social Security rules for divorced public employees
Benefit reductions apply only to workers who did not pay FICA taxes.
Solutions to key challenges of modern retirement
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
The case for automatic IRAs
Opposing state efforts to roll out auto retirement plans is disappointing at the least.
Suit against Social Security may shake up planning for LGBT clients
Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.
Mr. Cub’s will lists caregiver as sole heir, sparking court battle
Central questions, as in many such cases, will be whether Ernie Banks was of sound mind
A crash course on Social Security benefits for gay couples
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
As many as 800,000 taxpayers received tax documents with erroneous information.
The bottom for oil prices isn’t even in sight yet
Breakfast with Benjamin: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.
Testing Social Security ‘what if’ scenarios
Advisers ask what happens to benefits when clients retire before 62.
Discover your own freedom threshold in retirement
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Boomers’ unique spin on retirement housing
Discovering a freedom threshold and dispelling the downsizing myth
Six apps to help you save on taxes
Put down your box of receipts and check out these tools.
Defined contribution plans doubled asset growth of pensions in 2014
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
When to disenroll from Medicare
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
How to best minimize taxes during retirement
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
MetLife gets back in the variable-annuity-with-living-benefits game
Guaranteed lifetime withdrawal benefits are back
The art and science of longevity
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
