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.

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.

The advisor told victims that he would invest their money in Royal Alliance brokerage accounts but instead used the funds to make BMW car payments and pay for personal expenses, prosecutors claimed.

The firm provided some 82,400 initial and annual privacy notices to customers that were not compliant and in some cases provided no notices at all, FINRA claimed.

The broker-dealer refuted allegations that it used false advertising to mislead customers into thinking that the investment services it provided through a Utah-based credit union were part of the credit union.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

The advisor defrauded some 100 clients by persuading them to invest more than $71 million in 16 private funds offered by his two investment advisory companies, the SEC claims.