Margarida Correia

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

The advisor was accused in a lawsuit in January of swindling a Georgia couple out of $330,000 in retirement savings.

The parade of ousted bank advisors continues, but unlike previous offenses, this time it involves far less money.

The broker used the funds to pay his mortgage, FINRA claimed.

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.