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.
Payments to spouse and children may be reduced.
As stewards of their clients' financial security, investment advisers and planners must keep a vigilant eye on companies altering their 401(k) plans in ways that hamper clients' ability to save for retirement properly.
<i>Breakfast with Benjamin: </i>The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Changes including raising full retirement age, making more income subject to payroll tax gain support.
New book offers strategies to boost income and trim risk in the golden years.
Regulatory attention means advisers may want to rethink which companies they work with.
Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.
Here's how higher-earning spouses should maximize benefits.
A new tool can help resolve an age-old debate
For rich and famous clients (like the late Michael Jackson), careful planning is needed to keep the Tax Man from plundering the estate.
Gap between what they have and what they need closing in on $450,000.
Richard Stanger was a primary author of a little-noticed piece of a 1978 tax law, an 869-word insert that was lost in the political heat of the time.
Plan would supplement pensions and 401(k)s, and would aim to provide lifetime income
New initiative aimed at boosting retirement savings for middle- and low-income workers
