Results for "retirement"

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Timing is crucial for Social Security earnings test

November 26, 2019

Of the approximately 2,700 rules that govern Social Security benefits, one of the most confusing involves the annual earnings test that limits how much certain people can earn from a job without losing some or all of their Social Security benefits....

You'd better increase your service offerings, or else find partners who can help

November 26, 2019

Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business. I've been an adviser for...

DOL digital 401(k) rule not digital enough, industry says

November 25, 2019

The Department of Labor's proposal to encourage broader use of digital disclosures for 401(k) participants isn't digital enough, according to industry firms and trade groups. Specifically, these stakeholders said that the DOL's proposed rule...

Bill would allow tax-free 401(k), IRA withdrawals to buy long-term care insurance

November 21, 2019

A bill currently being discussed in Congress would allow retirement savers to tap assets held in 401(k) plans and individual retirement accounts tax-free to buy long-term care insurance, with the aim of making the insurance more affordable and...

Advisers who overlook retirement income may face stiff competition

November 21, 2019

In May of this year, the House of Representatives passed a piece of bipartisan legislation — the SECURE Act — which, if enacted, would represent a major step forward in expanding access to guaranteed lifetime solutions for American workers....

Adviser Alpha: How Amy Wolff Carved Out a Niche Serving Divorced Women

November 18, 2019

As competitive intensity in the financial advice industry ratchets up, it's not enough for advisers to create a financial plan, hit benchmarks and steer their clients toward retirement. Firms must establish a unique element of their business...

RetireOne insurance platform buys EF Legacy Securities

November 14, 2019

RetireOne, a San Francisco-based platform for fee-based insurance products owned by Aria Retirement Solutions, has purchased EF Legacy Securities, a broker-dealer, from Edelman Financial Engines. [More: Guiding clients through the Medicare maze]...

A SECURE Retirement Plan

November 12, 2019

Once again, Americans have an opportunity to make retirement savings history. Enactment of the Employee Retirement Income Security Act (ERISA) provided new protections for retirement savers. The creation of individual retirement accounts (IRAs)...

Aided by tech, opportunities abound in the retirement plan market

November 11, 2019

Having split my career across wealth management and retirement, I've been uniquely positioned to see how technology is opening up doors across the industry, especially for wealth-focused managers, to enter the retirement plan advice business....

Guiding clients through the Medicare maze

November 11, 2019

My Medicare moment has finally arrived. I signed up for Medicare Parts A and B for coverage beginning in December, the month I turn 65. Now my mailbox is brimming with advertisements for Medicare Advantage plans and Part D prescription drug...

Medicare premium increase and IRMAA surcharges announced for 2020

November 11, 2019

The base premium for Medicare Part B, which covers doctors' fees and outpatient services, will increase to $144.60 per month in 2020, up from $135.50 this year, according to an official announcement by the Centers for Medicare and Medicaid Services....

Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Working in Golden Years Has Its Rewards – And Risks

November 8, 2019

Roger Verboon still remembers one of his first assignments as the practice management consultant in charge of advisor continuity and succession planning. An 85-year-old advisor in California was displaying warning signs of diminished mental...

Being mindful about retirement

November 8, 2019

I recently googled "Joni Youngwirth." Wow — what an experience. The results that came up took me through the history of my professional life, or at least the last 20 years of it. During that time, I probably authored more than 200 articles...

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

IRS raises 2020 401(k) contribution limit to $19,500

November 6, 2019

On Wednesday, the Internal Revenue Service announced cost-of-living adjustments for 2020 to its limits on contributions to retirement plans. The agency's limit on annual employee contributions to 401(k)s, 403(b)s, most 457 plans and the federal...

Having the tough talk about retirement health care costs

November 2, 2019

Some advisers would rather not talk about it at all. Some focus on managing it in the short term, more or less ignoring the long term. Others believe focusing on the long term prods clients to act. [More:​ Prepping clients for retirement health...

Florida's Broward Health pulls $93 million from Ken Fisher

October 31, 2019

The Broward Health system in South Florida, responding to lewd comments made by money manager Ken Fisher, pulled the $93 million it has invested with his firm. The board voted Wednesday to terminate its association with Mr. Fisher's company...

Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

SEC reportedly probing AIG sales practices for retirement products

October 29, 2019

American International Group Inc. shares slumped Tuesday amid a report that the Securities and Exchange Commission is probing sales practices for retirement products at a unit that handles plans for school districts and universities. The stock...

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