Index tweak forces ETF providers to get creative.
Tactics were legal, but some debate his use of 'fiduciary' in defending them. <b><i>(More: <a href="//www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against"" target=""_blank"" rel="noopener noreferrer">Advisers sound off about who they are voting </i>against<i></a>)</b></i>
Long bull market, big outflows from active funds are the main culprits.
Should clients claim Social Security now to avoid a Medicare premium hike?
“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. <b><i>(More: <a href="//www.investmentnews.com/article/20160922/FREE/160929969/republican-lawmakers-attempt-to-stop-estate-tax-regulation" target=""_blank"" rel="noopener">Republican lawmakers attempt to stop estate-tax regulation</a>)</i></b>
Health-care costs are “the great unknown of retirement” for many advisers.
Introduction of bill to kill Treasury's rule curbing tax-planning strategies comes as Hillary Clinton announces an increase to her top estate-tax rate.
Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.
Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings"" target=""_blank"" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>
But high-income retirees might pay more, get less.
Estimated benefits assume continued earnings through full retirement age.
An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.
The tax code says fines paid to a government "agency or instrumentality" for violation of a law aren't tax-deductible.
Small businesses stand to attract even more investors with tax-free gains upon the sale of qualified stock.
For some advisers who structure their practices so that revenue is reported on their personal income tax returns, Mr. Trump's idea represents a significant tax break.
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Agency apologizes and says it will pursue other security authentication options.
Make sure your clients fully understand the tax implications and overall risk profile of what they're buying.
Family benefits account for a much smaller percentage of Social Security outlays today than they did in the past.
Some are cringing at the hint that wealthy citizens will need to pay more in taxes, yet most still plan to give her their vote.
