Retirement

Retirement strategies »

Nick Thornton
Brokers’ new tool to get benefits to small businesses
Article posted by Nick Thornton
Benefits brokers who want to address the needs of small-business owners have a new option, courtesy of the Small Business Healthcare Relief Act.

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Investments »

Marlene Satter
Want to live longer in retirement?
Article posted by Marlene Y. Satter
Or are you more worried about outliving your retirement savings?

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Retirement plans »

Marlene Satter
How the other 99 percent lives: The game
Article posted by Marlene Y. Satter
'Financial reality' game will make you think twice about every expenditure and every choice, particularly with retirement in mind.

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Regulatory »

Allison Bell
DOL posts indexed annuity fiduciary rule exemption draft
Article posted by Allison Bell
he U.S. Department of Labor wants to let indexed annuity distributors act as financial institutions under its new fiduciary rule.

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Economy »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning

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