Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
Fidelity customers lose 401(k) access. Some call it a ‘mind-boggling’ power grab. But the company says it’s about safety
As a major investment company and financial technology (fintech) platforms fight over access to client retirement accounts, some…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…