Ameriprise Agrees to $27.5M 401(k) Settlement
The broker-dealer was accused of charging its employees high fees and using expensive proprietary funds.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
What Americans Really Think About IRAs, in 5 Charts
When it comes to retirement saving, there is an enormous gap between what Americans say and what they do.
U.S. Retirement Crisis Is Real: NIRS
A pair of surveys released in March by the National Institute for Retirement Security shows that the country is facing a retirement crisis.
Northwestern Mutual to Settle Annuities Suit for $84M
The class-action lawsuit was triggered by a change it made in 1985 in how it calculated dividends for a fixed-income annuity.
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 2
Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.