With recent market swings come opportunities for advisers to lower their clients' tax bills.
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Planning for the spend-down phase more important than ever given the longer time horizon
Financial planners appreciate the simplifying aspects but wonder about specifics.
Matters can get complicated when a new spouse enters the picture.
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.
How business owners can prepare themselves now for eventually handing over the reins to their successors.
Broader work experience definition allows columnist to use designation.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
Ohio firm Carnegie Investment Counsel's move to the suburbs increased productivity and convenience for clients, according to Gary P. Wagner, a principal of the firm and its chief operating officer.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Possible speaker of the House of Representatives understands issues important to advisers better than most lawmakers.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.
Premiums have been rising twice as fast as Social Security COLAs.
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.
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
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.
