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.
Decisions clients make in the next four weeks can make a significant difference in their annual tax bill.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.
Spark Institute proposes uniform rule based on where couples were married
I am thankful to all my faithful <em>InvestmentNews</em> readers, especially those like Jon Smith, a financial planning consultant with Stifel Investment Services in St. Louis, who track of my blog posts and keep me honest.
