Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
The life insurer makes the case for how its product can provide efficient, stable income for beneficiaries.
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’
Recovery has been “damp and disappointing,” David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover…
Will Portland Always Be a Retirement Community for the Young?
Like many residents of Northwest Portland, Matthew Hale doesn't own a car. Instead, he prefers to walk or ride the bus to the city's innumerable coffee shops and breweries and live-music spots. On weekends, he and his wife have no problem hitching rides to the Pacific Coast or the Cascade...
IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.
Retirement Industry Plans National Ad Campaign
Some of the industry’s biggest players are gathering this week to lay the groundwork for a campaign aimed at turning more Americans into “super savers.”
Congress Begins to Tackle Retirement
Congress this week is turning its attention to the country’s retirement security crisis, particularly for workers in small and midsize businesses.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
Calpers’ Hedge Fund Exit Stemmed From Challenge to Expand Assets
Pension plan's decision to divest $4 billion from hedge funds came after officials concluded the program couldn’t be expanded enough to justify the costs.