Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
Participants Happy With 401(k) Choices
A survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they aren’t familiar with all of them.
Finke: Lack of Fiduciary Protection for Elderly Is ‘Insane’
“In the United States, we have a buyer-beware marketplace for products that are very often sold to older consumers,” says Finke. "This is insane."
Half of Parents Say College Savings More Important Than Retirement
Nearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.