New Bill Sets 3-Year Time Limit on Social Security Clawbacks

Published on August 27, 2024

The Protecting Americans from Social Security Clawbacks Act limits the SSA's timeline for recovering benefit overpayments.

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New RIA Succession Planning Platform Targets DFA Fans

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Investors like annuities in 401(k)s, for other people

August 27, 2024
The financial services industry has been working for years to get annuities into retirement plans – and the good news is that people appear to like that idea.The bad news is that they like annuities for the sake of other people – they don’t personally want them.That is according to results of a focus group report today by consumer research firm Hearts & Wallets that included comments from 70 peopl