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.
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.”
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
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.
For Small Businesses, Turning a Retirement Burden Into Tax Savings
Small business clients may know the various retirement plan options that exist, but not know the valuable tax credit that can help them get started.
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.
DOL’s Authority to Define Fiduciary Questioned
"Please explain to us how ERISA gives DOL jurisdiction over an individual’s relationship with a personal investment advisor,” said Rep. Hal Rogers, R-Ky.
Military Still Worried About Sequestration, Confident About Repeal
The military spending caps enacted by Congress in 2011 are unpopular among servicemembers, and 80% think they should be repealed.
How Kickstarter Can Help IRA Investors
Self-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.