But it says that Part B premiums are likely to fall in 2023 as a result of cost savings on Aduhelm, a drug to treat Alzheimer's.
The measure will provide part of the foundation for the Senate companion bill to SECURE 2.0, which the House approved in March.
The firm's staff encouraged Ameriprise registered reps to offer clients the chance to swap their current variable annuity for a more expensive one.
RIA Lab session looks at the insurance industry's evolution toward providing custodial-like relationships with advisers.
Software helps advisers incorporate clients' Medicare expenses into their retirement plans.
The new 'white glove, customized' options for high-net-worth clients are available from the company’s advisers.
Fidelity estimates a 65-year-old couple retiring this year will spend $315,000 on health care and medical costs throughout their retirement, which is up 5% from its estimate last year.
Anthony Naso and an accomplice identified themselves as law enforcement and wore police-style badges during an attempted robbery in 2020, according to police.
The key to a prudent process for selecting annuities for a retirement plan is to assess cost, performance and risk factors.
Measures that would build on the SECURE Act's efforts to improve retirement security could run into trouble if consumer advocates zero in on annuity reform.
Total US annuity sales rose 4% to $63.6 billion, according to the Secure Retirement Institute.
Advisers should talk to their clients about their comfort level with risk and whether they prefer a safety-first approach.
The best time to consider long-term services and support is before a parent experiences a health care event like a fall, heart attack, car accident or cognitive decline.
71% of employers feel the deteriorating mental health of their workforce is having a negative financial impact on the company.
Virtually all advisers have risk-management strategies in place, says Nationwide.
The SEC's probe of GWG spilled over to include the sales practices of some of the 145 broker-dealers that sold the bonds, according to bankruptcy filings.
The market has been anticipating the move for more than two weeks; the company has struggled of late and repeatedly missed the deadline to file audited financial statements in the past couple of years.
In 2021, annuity sales hit their highest level since the financial crisis. Here are the firms that took in the most annuity revenue last year.
One of the best-performing products last year was registered index linked annuities, which are touted for use in volatile markets.
The deal pushes Millennium up to 5 million individual client accounts and $47 billion of total assets under administration.
