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The $12.4 million Social Security error
Agency overpays spousal benefits to some public employees, underpays others.
Latest twist on retirement income hits the market
How much are you risk are you willing to take on for the promise of a predictable monthly check in retirement?
Saving for retirement should be advisers’ top priority: Wharton’s Marston
Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.
Supreme Court hands down decision in key 401(k) lawsuit
Message to advisers: Mind recommended fund lineups, review plan sponsor contracts.
Advisers like Rubio tax plan’s simplicity, but shudder at details
Plan would cut almost all tax deductions, but also would eliminate taxes on estates and capital gains, dividends.
Lesson from presidential hopeful Rubio: Don’t cash out your 401(K)
By withdrawing the retirement money early, the politician will have to pay a 10% penalty as well as regular income taxes.
George Soros pitches a currency move to prevent a third world war
Breakfast with Benjamin: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.
Advisers blanch at Rubio cashing out 401(K)
Though most say it is never a good idea to take early distributions, the presidential hopeful should be in a better position than most to recover.
Late-in-life children can tangle your finances. Here are four rules to help.
Put retirement savings ahead of college; if you're older, you have less room for error, and you need to take care of yourself first.
Slow start to Obama’s grand ‘MyRA’ retirement savings program
Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.
Help investors plug the $24 billion retirement savings leak
Workers forfeit an estimated $24 billion a year by not contributing enough money to their 401(k) plans to capture their employer's full match.
How to become a more valued retirement plan adviser
Employers are looking to discuss the specific needs of plan participants, which will eventually lead to solutions you can offer.
From elder planning to implementation
Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement
The case for Roth IRA conversions for high-income investors
Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.
Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets
With pension closed, options include lump-sum distribution, annuity, 401(k) or IRA.
Tax season is over, but IRA fixes can still be made
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Medicare becoming a bigger piece of retirement planning for advisers
With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.
How will Medicare travel with you this summer?
Prepare for that bon voyage by finding out how you can use Medicare while traveling.
How will Medicare coverage travel with clients this summer?
Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.
B.B. King’s family fight sheds light on power of attorney’s role
Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.