President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits.
President says "I completely get how upsetting this can be" for many Americans, gives those who've received cancellation notices from their insurers a one-year reprieve before they have to get new policies.
But declaring 'independence' also comes with hefty taxes – which trusts can help curb
A new tool can help resolve an age-old debate
To help advisers compete, executives announce rollout of update to VEO platform, intern network and a new retirement plan platform.
A group of medical professionals claim their employer's retirement investments were unfairly expensive
But there is an exception to the two-year divorce rule.
A new paper by Wade D. Pfau and Michael Kitces turns conventional retirement income strategy on its head.
Depends on where client is - living modestly in early years or enjoy days to fullest.
Pfau explains two strategies that depend on flexibility of the client.
Some higher-income professionals would pay an extra 10%
Advisers should recommend statutory shelters to ease clients' tax bite.
Why your employer's switch to lump sum contributions could make you miss the market rally
New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world
Don't overlook the implication of state income taxes, ordinary income or capital gains
Challenge for advisers working with these clients is to warm them up to risk.
The latest benefits optimizing software is free.
Don't get greedy when trying to maximize Social Security benefits for your clients. Beneficiaries are entitled to only one claim per person. <i>InvestmentNews</i> contributing editor Mary Beth Franklin has the details.
