Advising clients on Medicare and Medicaid planning and eligibility has become increasingly complicated. Elder law practitioners must struggle to keep up with the ever-changing health care wild west and consider the impact of new laws on both the...
The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits.
Americans are still reeling from the blows their 401(k) account balances took during the economic crisis, but they may be happy (and surprised) to learn that account balances jumped 31.9 percent last year after taking a 27.8 percent dive in 2008.
A new DOL regulation will ratchet up the scrutiny of bundled 401(k) plan fees. You can help your plan sponsors by guiding them through the pros and cons of bundled vs. unbundled services.
With few assets and plenty of debt, investors in their 20s are not on many wealth management firms' or advisors' radars. Yet they haven't written them off entirely.
It's not news that individual retirement account owners must withdraw required minimum distributions (RMDs) from their IRAs after reaching age 70, or that beneficiaries must make similar withdrawals. But it was news when, in 2009, Congress granted...
Let's face it: governments are broke and the Social Security system will likely be spending more than it takes in by 2016. Future retirees need your help.
With shriveled 401(k) balances, shrunken housing wealth, and a precarious job market, millions of Americans truly continue to struggle in the aftermath of the economic downturn. For many, retirement dreams have all but evaporated. A new survey by...
