<i>Breakfast with Benjamin</i> Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.
Earnings test complicates choice between retirement and survivor benefits.
High-income retirees could see net benefits decline next year if Medicare premiums rise.
Maximizing the potential for positive participant outcomes, and minimizing regulatory and litigation risks, requires close analysis of QDIAs.
Mark and Andrew Madoff died without resolving a 2009 lawsuit accusing them of squandering $150 million of investors' money.
Experts share what they learned from their fathers &mdash; and what they are eager to impress upon their kids.
Avoid being the target of lawsuits by establishing and documenting a prudent process.
New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.
State and federal initiatives are growing dialogue between policymakers, industry and congressmen around the retirement savings gap.
Incorporating robo-advice might make servicing middle market more profitable, Cerulli study says.
While surveys say credit is loosening for some types of loans, standards are still far tighter than they were before the financial crisis.
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
The insurer joins other firms such as Fidelity Investments and Ameriprise Financial in settling allegations over excessive 401(k) fees in their own company plans.
Prominent researchers are embracing the home equity product as a key retirement planning tool. Will advisers follow? <b><i>(Related: <a href="//www.investmentnews.com/gallery/20160610/FREE/610009999/PH/9-surprising-ways-to-use-a-reverse-mortgage"" target=""_blank"" rel="noopener noreferrer">9 surprising ways to use a reverse mortgage</a>)</b></i>
The first wave of boomers turns 70½ and must start taking distributions from their retirement savings.
Finding a policy that works in the best interests of your clients not as hard as you think
Advisers should push young clients, or clients with young-adult children, to get powers of attorney governing health care and financial assets.
Even if you have prepared, following a death there are several steps that generally require immediate attention.
Set aside that money at the beginning of workers' careers in order to leverage the magic of 50 years of compounding returns in a 50-50 portfolio. Of course, they'd have to pay the money back.
Roth IRAs offer significant tax benefits, but these transactions are on the Internal Revenue Service's radar.
