“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.
Rules differ for those currently married, widows/widowers and the divorced
In some cases, spousal benefits available without a marriage certificate.
Social Security encourages people to apply for spousal benefits even with uncertainties.
Nationwide unwraps free access to Social Security Timing software.
Retirement isn't going the way of the carrier pigeon. Innovative retirement plans and new policies and products point to a future richer than many workers imagine.
The benefits of charitable trusts vary — particularly when it comes to interest rate environments.
<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.
Tool will enable IRI member firms to project how much retirees will spend on health care.
Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.
Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement
Advisers must deal with the harsh reality that they are getting older, and so are their clients
Yet another reason why advisers should master claiming rules
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
See if you can answer the most common questions clients pose on their benefits.
On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.
House would be next to take up the bill, which could help financial advisers' clients
