For advisers working with clients in Detroit and Ilinois, preparing for a sharp cut in pension benefits — and a smaller income stream — is a centerpiece of retirement planning.
Chances of avoiding that tax may come down to whether a business owner has active or passive participation.
Though most advisers do address giving, many clients walk away unsatisfied
Workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file
Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.
Some clients could come close to breaking even with the deal.
When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse
Employer generosity is important, but that's not the only key to successfully saving for retirement
Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.
Uneven recognition of same-sex marriage will make for a complicated tax year
