Investments

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.

A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

The organizations did not breach fiduciary duty by offering high-cost mutual funds, judge rules.