But the shorter 1040 form still requires filers to provide all the same information.
The 2008 crisis left investors focused on income vehicles that provide reliable returns.
The record keeper joins some other big competitors in offering participants their money back if their accounts get hacked.
Rothification, which set off a furor in 2017 as Congress debated tax reform, could find its way into new bills next year, experts say.
Affluent clients are confident about retirement plans, but not medical expenses
Cerulli analyst says 401(k)s reliant on capital market returns, whereas IRAs are popular rollover vehicles.
Massachusetts securities czar says insurer's failure to make pension payments enabled it to lower reserves
The extent to which an employer can completely remove fiduciary liability through outsourcing is an unresolved issue.
A revocable trust with a co-trustee might have averted the former astronaut's battle with two of his children.
Contributing editor tests a long-held dream for her retirement and finds it lacking.
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
James Hocker took money from 25 mostly elderly, unsophisticated investors.
Lisa Marie Schurhammer said to have engaged in phony annuity and gold sales.
The rule regulated what was already happening within the defined-contribution industry anyway.
The past year saw the biggest loss of the decade as increases in living expenses outpaced the cost-of-living adjustment.
Morningstar report: Lack of data on fees, investments makes advice on rollovers costlier and more challenging for investors.
Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.
Says viewing health costs as a staggering lump sum impedes action and planning.
Association health plans would lack some of the protections required under Obamacare.
Personalized letters to friends and family can help clients resolve personal issues while also explaining their estate plan.
