Divorced and widowed, this client can rack up significant guaranteed retirement income by using this savvy strategy.
With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.
As Congress prepares to vote on funding, the Labor Department's fiduciary duty rule and some pension benefits could be at risk in last-minute deal making.
Will federal program set an example for the private sector?
Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.
The cost of liquidating the con man's defunct investment advisory firm has topped $1 billion but his former clients aren't footing the bill.
Outgoing Senate Finance Committee chair urges IRS, Treasury to step up.
Tips to help make 2014 less painful than 2013 for wealthy clients
Online database makes avoiding complicated tax savings a thing of the past.
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Financial advisers should be urging their higher-income clients to come in for tax planning sessions.
New software takes headaches out of the bucket strategy
Powerful research firm asks advisers' help to better customize asset allocation.
A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.
Start your week with <i>Breakfast with Benjamin</i>, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.
Although the assets are not protected from bankruptcy, there are ways to protect them. Legally.
Guidance from the IRS on its one-IRA-rollover-per-year rule requires advisers to know where clients' money has been or risk a snafu that could sever that relationship.
Contribution limits climb but not for IRAs
His girlfriend's suicide leads to a nasty court fight; could it have been avoided?
Antoine Walker made $110M, but blew it all and filed for bankruptcy in 2010.
