New study focuses on the need to integrate health care and retirement planning.
Engineer's rollover case points out the need for a good lawyer schooled in tax law.
'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.
<i>Breakfast with Benjamin:</i> Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.
For one couple, shortened life expectancy is a strong reason to collect benefits early.
Discount rate, inflation and taxes determine the lifetime value.
Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.
Public employees, including some schoolteachers, may not be aware of reductions.
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
In today's <i>Breakfast with Benjamin</i>, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken
<i>Breakfast with Benjamin:</i> The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day
Widow's benefit could be larger than deceased spouse's reduced amount.
Widower wonders whether he should change claiming plans.
One woman finds out the real reason why her Social Security check declined.
The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.
Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.
