Tax

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

Investors should learn to ignore market forecasts and predictions and stick to their comprehensive plan.

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

A survey has found that running out of savings and lack of Social Security benefits tops the list of concerns.

Having met with the President-elect’s pre-transition team, the broker org is ready to promote agent interests in new political landscape, says VP of gov’t affairs Marcy Buckner.

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

There’s been little discussion between Clinton and Trump, but plan sponsors remain concerned about post-ACA healthcare.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.