The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
Edelman Financial Engines sells its Kentucky-based broker-dealer unit.
High-income surcharges will be adjusted for inflation for the first time in a decade
FIA sales took off shortly after the demise of the DOL fiduciary rule.
They're at a competitive disadvantage relative to 401(k) vendors, health-plan providers and others, according to a new report
Wild, Wild West of retirement savings desperately needs a reform.
Fund menus are important as financial advisers recommend clients invest HSA assets for the long term
An excerpt from Wade Pfau's new book, 'Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement'
As consumers began to put more weight on preserving their retirement assets than growing them, fixed indexed annuity sales picked up.
Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.
The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.
Indexing will slow the rise in Medicare premiums for some retirees.
New York regulators issued new guidance that puts the industry at ease.
The SEC backed off a promising provision in its proposed rule, while New York takes on use of misleading titles in no uncertain terms.
The departures follow the news that Jackson National halted sales of some products in the state.
Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.
Legal and administrative challenges have stalled uptake by plan sponsors.
Advisers use storm that crushed the Bahamas as latest reminder for full insurance coverage.
Others insurers are also poised to pull out of the New York market given the tougher sales standards.
Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations
