Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
More 401(k) Millionaires Than Ever
About 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Boomer Demand for Annuities to Stay High Despite Low Rates
Boomers are good for annuities.
Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
Senators Introduce Retirement Security Act Focused on Small Business
“This Congress could make real strides in expanding opportunities for small businesses to provide retirement programs,” says ASPPA's Miller.
Ex-Gov. Pawlenty: White House Fiduciary Memo ‘Overly Broad’
The leaked memo was “overly broad in condemning the industry and fairly conclusory without citing a lot of specifics,” FSR's Pawlenty says.
Insurance for the Most Dangerous Decade of Retirement
Market movements during the first decade of retirement can have an outsize effect on income. Here's how Aria Retirement Solutions helps manage that risk.
Top Portfolio Products: ETF Securities, Zacks Launch 2 Funds
Russell Investments, Integral add execution service for foreign-exchange transactions.
Saving for Retirement ‘Not Main Priority’ for Working Americans: HSBC
Debt repayments are preventing working-age people from adequately preparing for a comfortable retirement, the bank says.