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Retirement savers' fund fees move lower: ICI
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Inherited IRAs in bankruptcy cases
The Supreme Court ruled unanimously last month that inherited individual retirement accounts are not protected under federal bankruptcy laws. This ruling does not affect your clients' own IRAs. Those are retirement funds that are protected in bankruptcy. The problem is when your client dies and ...
Long-term-care options have evolved
Much has changed in the past two decades when it comes to long-term-care op-tions and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of ...
Advise clients on deferred-income annuities
Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.
Stretch IRAs no longer targeted in Senate highway-funding bill
Individual retirement account beneficiaries can continue to stretch distributions over a lifetime, as the Senate dropped a provision in its highway funding bill that would have required those distributions within five years of the death of the original account holder.
Limits to stretch IRAs floated to pay for highway repairs
When Congress returns from its July 4 recess next week, the Senate tax-writing panel will resume its effort to pass a bill that would pay for highway repairs in part by changing policy toward inherited individual retirement accounts.
Treasury allows longevity annuities in retirement plans
The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.
The grim reality of inflation without wage growth
On Friday's menu: Inflation without wage growth: Cause for concern? Plus: The Fed has painted itself into a corner, consumer stocks are likely to take a hit, bracing for Treasury yield volatility, silver outshines gold in June, and how to live to be 100.
Advisers proceed with caution following inherited IRA ruling
Recent Supreme Court decision preventing bankruptcy protection for these assets calls for careful planning strategies.
How gay couples can act on Social Security benefits now
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
Retirees suffer as 401(k) rollover boom enriches brokers
Complaints filed against brokers for inappropriate investments after money moved into IRAs.
Clintons jump through financial planning loopholes to dodge estate taxes they support
Breakfast with Benjamin: Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania
World stock markets get nervous as Iraq melts down
Plus: Deutsche Bank shows its hand with World Cup bets, Wall Street fines are a cash cow for the Treasury Dept., navigating Social Security before you retire, and eating at home gets pricey in a hurry.
Managing tax brackets a potent tool
Now that we again have so many tax brackets, it's time for a refresher on what these brackets are and how to make the most of them.
The big benefits decision
Helping clients determine when to begin collecting their hard-earned Social Security benefits is always tricky. Having worked a long career and finally making it to the promised land of retirement age, many people are justifiably eager to take what the government is ready and willing to give them.
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