Managing the Variables in a Variable Annuity Exchange
A variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rule’s take on VA sales.
A Bug in the System: What Volkswagen Can Teach Us About D&O Insurance
Understanding the supply chain of a business is becoming more vital for insurers.
How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
Octogenarians Weigh In on Retirement
New York Life polled retirees 80 and older on why they retired when they did and where they get their income.
Lawmakers Want Yet Another Comment Period on DOL Fiduciary Rule
Meanwhile, investor advocacy group Better Markets warns DOL not to get “stuck in an infinite feedback loop of public comments.”
Servicemembers Like Their Pension System but Support Reform
While two-thirds of career servicemembers support plans to add defined-contribution elements to their retirement system, most prefer the current system for themselves, a survey found.
Popular Social Security Claiming Strategy Gutted in Budget Bill
The changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
The Inherited Roth Rollover: How to Avoid Unpleasant Surprises
The rules on rolling over inherited retirement funds into an inherited Roth IRA are complicated, lawyers Robert Bloink and William Byrnes warn.
401(k) vs. Pension: Which Is Better?
Here is a look at 4 stakeholder views on the question of 401(k)’s efficacy, or inadequacy, in preparing the country for retirement.
8 Huge Financial Meltdowns by Major League Baseball Players
Poor investments, scam artists and just plain old profligate spending are pitfalls some players can’t avoid.