Older, lower-earning wife means couple has fewer choices
Maxing out benefits requires some homework
More than one spouse? Pick the highest benefit
Advisers can boost retirement readiness but calculators can do more. So, are your clients listening to you?
Few changes in the retirement plan landscape have been as far-reaching and significant as the Department of Labor's (DOL's) recent fee transparency initiative. As a Registered Investment Advisor (RIA), you have likely already assessed whether you are subject to the new regulations, and if you are, have reviewed your fee disclosure practices to ensure that you are in compliance. It's now time to turn your attention to business opportunities presented by the DOL's fee transparency rules, according to this white paper from TD Ameritrade Institutional.
Looking for clarity in the fog of confusion when claiming benefits
Appeals court rules against tycoon and athletic boosters in insurance case; 'not Cowboy's first rodeo'
Net unrealized appreciation on lump sums used to be a slam-dunk. Not anymore.
State court case dismissed three months after federal judge denied bid to recoup $33 million in charitable life insurance program for university's athletics department
Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments
Need to stand out from peers is paramount in capturing plan sponsor biz.
Permanent withdrawals and cash-outs cause most harm
High income inequality and relatively low happiness levels don't help, report finds.
A happy ending for financial advoiser who wanted to set up an online account
But don't expect to collect a spousal benefit in the interim
Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.
First state-run pension program for nongovernment workers targets firms that don't offer 401(k)s
