Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
Unplanned retirement in the current crisis is higher than during the Great Recession, with women and people of color disproportionately affected, a report finds
Sen. Murray says agency is ‘charging ahead recklessly’ and could cost retirement savers billions
Scott Dudley and David McQuade form Stirling Financial Group in San Diego
There will be long-term financial fallout for some workers, and plan sponsors and advisers should be talking with them
The COVID-19 crisis will make some employers more open to PEPs, but the recent hit to the economy could mean slow uptake for those plans
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
Plaintiffs in the class-action case alleged the school's retirement plans had high fees and poorly performing, restrictive investment options
Millions of older Americans are providing financial support to adult children
Advisers should work with their clients to build upon the four pillars of retirement
Advocates for alternative investments oppose the provision, which is not likely to survive in the Senate
The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates
Act now to return unneeded required minimum distributions taken prior to the CARES Act
The DOL's proposal on using ESG investments in retirement plans could remind advocates of sustainable finance of the work still to be done
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
Reich led several massive acquisitions at Hub International.
Effort highlights agency’s teacher initiative, but expert calls it ‘slap on wrist’
Nearly all types of annuities fell by double digits due to low interest rates and fallout from COVID-19
The DOL proposal likely would chill the use of socially responsible investments in retirement accounts; the SEC focuses on disclosure
