Ease the bite of new tax rules with these strategies
High-net-worth investors increase appetite for risk, poll shows.
Individuals are taking a cue from corporations in moving assets to other states, but will regulators clamp down?
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.
Investors who surrender or let policies lapse risk big tax bills for so-called phantom income.
Crucial blocking and tackling for financial advisers
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
According to advisers and recent data from Limra, workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file.
Executive vice president Bill Chetney will take the new title in January.
Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs
Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.
Labor Dept. seeks ruling on Fifth Third Bancorp case that could ease challenges to employers.
Supreme Court review could lead to more stock-drop cases.
A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.
The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.
