Updated Sunday, March 29, 2015 as of 8:31 AM ET
The Smart Way to Choose a Senior Community: Retirement Scan
Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.
More in IRAs/401K
The amount of money socked away in retirement accounts jumped up 6% with U.S. retirement assets totaling nearly $25 trillion at the end of December 2014. more »
Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits. more »
Falling interest rates and the increase in the number of people retiring are two big risks facing the Social Security system; Plus, why 401(k) participants should forgo a higher allocation to their employer stock. more »
Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings? more »
The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1. more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement. more »
Are you likely to change your job? Is your spouse unemployed? Do you expect non-taxable income when you retire? These reasons and more for why you might need an individual retirement account. more »
Help make sure your clients aren't among those who say they wish they had saved more, or started at an earlier age. Plus, questions over the proposed revamp of Medicare payments to long-term-care hospitals. more »
Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract. more »
Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits. more »
Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
The March Issue is now online!


Industry Events

April 22, 2015 | Plantsville, Conn.

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June 18, 2015 | New York Hilton Midtown, New York, NY

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