Fiscal cliff agreement on exemption jettisoned in budget proposal; financial planners scrambling
More Americans than ever converted their tax-deferred IRAs into Roth plans in 2010, led by IRA holders with annual incomes exceeding $1 million. Advisers successfully pitched the switch as a pay now, save later strategy.
Future cost-of-living adjustments applied to larger base benefit
Financial planners share their concerns and actions for mitigating a slow-growth economy and the general trend of wage stagnation.
Financial planning practices are on a collision course with skyrocketing retirement health care costs, which could lead to higher-than-expected health care costs during retirement.
Waiting until age 60 or later to remarry preserves Social Security benefits.
It's a tough discussion that's not going away. It's only going to get tougher.
He will remain head of the DC business; Bruce Wolfe is COO of new business.
Mutual fund giant seeing fees, assets decline but 401(k) business strong
Premarital agreements are on the rise, and they're no longer just for the wealthy
To qualify for survivor's benefits, spouses must have been married nine months, except under certain conditions.
They're a great way to save on federal taxes, but state treatments differ widely
Roth conversions came in at $64.8 billion in 2010, above an expected $26.5 billion.
Cynthia Hutchins takes on newly created role to help advisers deal with aging clients.
There is flexibility in lump-sum payouts – but you must be alive to collect them
Today's Breakfast with Benjamin features BlackRock's settlement with the N.Y. attorney general. Plus: Stock futures looking up, activist hedge funds rock, a look at 4Q earnings, the myth of cybersecurity, retirement mistakes to avoid and the upside of office relationships.
