Retirement

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

Let’s enact a uniform fiduciary standard so all clients are protected and any appearance of compensation bias is removed, urges John Ludwig.

Experts expect President Trump’s new DOL Secretary pick to agree that the fiduciary rule should be withdrawn.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

Retirement savers sometimes make investing decisions that can hurt their portfolios if they are not aware of their tolerance level to risk.

Don’t be afraid to mix and match platforms in order to reach a wider swath of the workforce, says financial adviser Mark Singer.

One of the biggest mistakes that can be made is starting off by simply accepting the service provider’s form service agreements, says benefits lawyer Carol Buckmann.

Poised to grow his business 25% year over year for the foreseeable future, adviser Mark Skinner is tapping into the synergy across benefit products to meet a powerful need for clients.

High-level trends such as a focus on financial security are affecting the voluntary benefit market, say Workplace Benefits Renaissance speakers Katie Dunnington and Alvin Heggie.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.