The coming sunset of an estate and gift tax exemption is putting the heat on wealthy Americans to fast-track their inheritance plans.
EBRI research on public-sector 401(k) plan participants reveals how increased reliance on credit card debt and plan loans could have long-term consequences.
New analysis from JPMorgan Chase Institute unpacks how a rise in early retirements during the pandemic impacted older American's purchasing power.
The company's deal to pick up the defined contribution business is one of the bigger ones in recent years, in an industry that keeps consolidating.
Advisor stresses importance of income you can't outlive.
Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.
Industry data show term products capturing 20 percent of the US individual market, with $1.5B in premiums over the first six months of 2024
Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.
As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.
MassMutual survey shows despite three-quarters of parents indicating they prepared financially, around half still shared concerns around basic expenses and rising tuition.
Trusts remain lousy IRA beneficiaries, says tax expert.
Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.
The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.
Over the first six months of one targeted initiative, the agency scooped $172M from 21,000 wealthy individuals who've been delinquent on their tax filings since 2017.
Next year, the firm will add a lifetime income feature paired with a target-date series that lets customers buy annuities or take distributions at retirement.
The vice president's latest proposal splits from the Biden administration with a more modest hike for million-dollar earners, plus incentives for small businesses.
The assortment of tax proposals from the Republican presidential nominee would add up to as much as $10.5T, according to preliminary estimates.
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.
Vice President Kamala Harris's proposed tax on billionaires creates a lot of questions for financial advisors, especially when it comes to taxing unrealized capital gains.
Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors
