Updated Monday, April 27, 2015 as of 4:42 PM ET
Help Clients Avoid Medicare Penalties: Retirement Scan
Missing the deadline for enrollment brings a penalty of 10% of the Part B premium for every year not enrolled--and in some cases, it's for life.
More in Investment Insights
Retirement investors could post attractive returns amid high interest rates with high quality intermediate-term bonds: Plus, top mutual funds for 401(k) retirement savings. more »
A recent rule change has enhanced the appeal of these products. Here's what advisors need to know. more »
Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes. more »
Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement. more »
Target date funds charge higher fees and don't perform well during a financial crisis; Plus, three great freebies for retirees. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey. more »
Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
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