In a complaint filed in North Carolina Superior Court in Lincoln County in October, Busch and his wife, Samantha, accuse Pacific Life and an agent of promoting complex IUL policies as "tax-free ...

Five years after the pandemic, everyone is back in holiday mode. People are partying, with events at the homes of friends, ...

The Early Education Savings Program Act, introduced Tuesday, would expand 529 savings plans to cover child care expenses for children younger than 5 at state-licensed child care facilities.

The 2024 DOL fiduciary rule was previously stayed by two federal district courts in challenges brought by insurance industry groups, which stopped the rule from taking effect. The two cases applied ...

This longitudinal view shows that working after claiming Social Security retirement benefits is fairly common, with around 40% of older individuals reporting ever working after their claiming date — ...

Most big financial services product and advice providers emphasize the importance of holistic planning. But, when Lincoln Financial commissioned a survey of 1,003 U.S. adults in July, it found ...

A Fort Lauderdale, Florida, man previously registered as an investment advisor has pleaded guilty to charges arising from a years-long scheme that defrauded international investors — primarily ...

The rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.

Average 401 (k), IRA and 403 (b) account balances reached new record highs in the third quarter, driven by consistent savings ...

The layoffs were first reported late last week by InvestmentNews. The story cited an unnamed industry source who believes the layoffs are likely to involve marketing, recruiting and cold-calling staff ...

New legislation, the Bitcoin for America Act, would allow taxpayers to pay federal taxes in bitcoin and direct all such payments into the Strategic Bitcoin Reserve, a proposed reserve asset a ...

Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.