8 Things Most Americans Don’t Know About Retirement
Fidelity gave 2,000 Americans an eight-question retirement quiz, and the response was not encouraging.
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Senate Bills Would Torpedo State-Run Retirement Plans
The retirement rules are "another example of the previous administration’s preference for government solutions to every problem," Sen. Orrin Hatch says.
Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
Stretch Veterans’ Long-Term Care Savings With an A&A Pension
Advisors serving veterans with extended LTC needs may want to consider an immediate annuity to help them qualify for a supplemental pension through the VA.
Industry Weighs In on DOL Plan to Delay Fiduciary Rule
The 60-day delay will let DOL "review the rule’s impact ... while providing firms additional time to prepare for potential changes," says SIFMA's Bentsen.
19% of Households Are ‘Not Worried Enough’ About Retirement
A significant share of Americans need a better assessment of their retirement income needs, according to a report from Boston College's Center for Retirement Research.
Democrats and Republicans Alike Worry About Retirement Security
A majority of Americans say pensions are better for retirement security than 401(k) plans, NIRS found in a survey.
Most Long-Term Care Insurance Claims Are for Home Care
LTCI is not "nursing home insurance," says AALTCI's Jesse Slome.
IRI Focuses on Worker Access to Retirement Savings Plans
The retirement income trade group will focus on expanding workers’ access to retirement planning and saving opportunities in 2017.