Higher-earning spouse wrongly believed she couldn't collect widow's benefit.
On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.
Her estate may contain very few assets: that's one sign of good planning.
Many have significant savings but don't know how to make it last
As Illinois pushes ahead with its automatic retirement savings account program, the Financial Services Institute argues the savings plans pose competition to advisers and will work to discourage other states from following suit.
Continued years of work in the private sector can ease the impact of benefit cuts on public workers.
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. One deals bolsters John Hancock's retirement reach and the other the other New York Life's insurance reserves.
Most loan takers are in their 40s, earning $40,000 to $60,000 a year, report finds.
<b>Game Changers: Dealing with Dementia</b> Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.
Resist the temptation to increase risk for low savers, as every dollar becomes more important.
IRS will auction an annuity that was part of a contract Darryl Strawberry signed with the Mets nearly 30 years ago.
Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky
From charitable giving to capital gains and Roth conversions, ways to ease tax bills.
Dallas company will be custodian for the Treasury's 'myRA' program the president announced in January.
Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.
Giving stock instead of cash to a charity means the charity nets more, and you avoid any tax liability. A donor-advised fund is a good option.
Though new board has wide support among state regulators, GOP senator cries foul over infringement of states' rights.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
