3 Strategies to Keep Medicare Premiums Low
What can advisors do for higher income clients to position them better to get the same Medicare coverage without unnecessarily high premiums?
Court Clears Path for Medicaid-Compliant Short-Term Annuities
An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
Want to Retire in Europe? Now’s the Time
The stronger dollar has made retiring in Europe cheaper than retiring in South or Central America, says Kathleen Peddicord of Live and Invest Overseas.
Milevsky: Why Retirement Income Products Are Like Jars of Jam
Moshe Milevsky tells RIIA it's time to bring some more choices to the marketplace with tontines.
Milevsky, Madrian to Headline Retirement Income Confab
The 10th annual RIIA gathering will also zoom in on demographic trends affecting 401(k)s and other savings plans.
Guardian Launches Whole Life Rider Tied to S&P 500
Guardian has launched a new feature intended to mimic indexed universal life policies, which are soaring in popularity.
Dodging Steep Penalties in Retiree-Only HRA Design
Worried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
15 Worst Cities for Retirement: 2015
These cities are expensive and may leave retirees with fewer options for activities and health care, according to WalletHub.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.