A new policy simulation tool lets users design their own package of reforms to fully fund Social Security. If individual users can make these tough decisions, why can't elected officials?
Difference between claiming strategies could be worth as much as $250,000 in lifetime benefits
Dave Camp, the Republican House Ways and Means Committee chairman, is filling in the blanks in his plan to revamp the U.S. tax code and leaning on the financial industry to help pay for lower tax rates.
New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world.
A Senate committee report will reprimand Credit Suisse Group AG for helping American clients dodge taxes and will criticize the Justice Department for not pursuing offshore banks aggressively enough, according to two people with knowledge of the findings.
Some divorced spouses are clueless about Social Security benefits
Signator moving from career agency to IBD model
President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits
President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits.
President says "I completely get how upsetting this can be" for many Americans, gives those who've received cancellation notices from their insurers a one-year reprieve before they have to get new policies.
But declaring 'independence' also comes with hefty taxes – which trusts can help curb
A new tool can help resolve an age-old debate
To help advisers compete, executives announce rollout of update to VEO platform, intern network and a new retirement plan platform.
A group of medical professionals claim their employer's retirement investments were unfairly expensive
But there is an exception to the two-year divorce rule.
A new paper by Wade D. Pfau and Michael Kitces turns conventional retirement income strategy on its head.
Depends on where client is - living modestly in early years or enjoy days to fullest.
Pfau explains two strategies that depend on flexibility of the client.
