Margarida Correia

Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.

While such an act may seem like career suicide, it can in fact be a move to do just the opposite, according to attorneys.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

The team joins a slew of others leaving the troubled bank, but says it’s running to SunTrust more than running away from Wells Fargo.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

The New Jersey bank moved its investment services program after an 11-year relationship with Cetera.

The reps join a slew of others who chose not to cooperate with FINRA investigations — at least 21 since 2017 — and therefore agreed to an automatic ban.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.