Maine program offers potential model.
<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
But this creative claiming strategy stumps some Social Security Administration employees.
Plan sponsors face deeper vetting of their advisers' offerings than ever before.
But young investors still do tax, estate and debt planning offline, even as the market shifts fast
Over the long term the two types of funds have similar returns, Morningstar finds.
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
The future looks golden in an author's informal survey
<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
The late comedian's estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal fight over the interpretation of his trust.
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
Heirs win a court fight, but it all could have been avoided
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
This Florida retirement destination has a carefree lifestyle and lots and lots of golf carts.
But this creative claiming strategy stumps some Social Security Administration employees.
