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IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.
August 31 -
As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.
August 31 -
Clients should consider postponing their retirement, especially if they work for the federal government.
August 30 -
The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.
August 30 -
Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.
August 30 -
Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.
August 29 -
Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.
August 29 -
These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.
August 28 -
The most difficult challenge for a new firm? For some, it’s not location or even hiring.
August 28 -
Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.
August 25