Retirement Planning

Displaying 7912 results
For some women, widowhood produces a windfall — and plenty of headaches
RETIREMENT RETIREMENT PLANNING DEC 20, 2018
For some women, widowhood produces a windfall — and plenty of headaches

Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.

By Mary Beth Franklin
New tax laws invite strategic sidestepping
RETIREMENT RETIREMENT PLANNING DEC 20, 2018
New tax laws invite strategic sidestepping

Uncertainty looms, but there may be some good news ahead for taxpayers.

By Bloomberg
Calculating Social Security survivor amounts
RETIREMENT RETIREMENT PLANNING DEC 19, 2018
Calculating Social Security survivor amounts

What happens to the survivor if a worker dies before claiming benefits?

By Mary Beth Franklin
New bill links 401(k) matches to student loan payments
RETIREMENT RETIREMENT PLANNING DEC 19, 2018
New bill links 401(k) matches to student loan payments

The legislation 'has legs' given that retirement policy debates will be front and center in Congress next year.

By Greg Iacurci
Retirement savings legislation dies in lame-duck Congress
RETIREMENT RETIREMENT PLANNING DEC 19, 2018
Retirement savings legislation dies in lame-duck Congress

Proponents hope bill will be re-introduced early next year.

By Mark Schoeff Jr.
How advisers can help 401(k) plans manage the risk of missing participants
RETIREMENT RETIREMENT PLANNING DEC 18, 2018
How advisers can help 401(k) plans manage the risk of missing participants

The DOL hasn't issued concrete guidance on the issue, but there are hints on how to avoid trouble.

By Fred Reish
Oregon will help other states launch own auto-IRA programs
RETIREMENT RETIREMENT PLANNING DEC 17, 2018
Oregon will help other states launch own auto-IRA programs

States looking for potential partnerships to increase retirement-plan coverage

By Greg Iacurci
Lack of investment options plague HSAs
RETIREMENT RETIREMENT PLANNING DEC 17, 2018
Lack of investment options plague HSAs

Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.

By Greg Iacurci
Why Laurie Nardone Chose Independence
RETIREMENT RETIREMENT PLANNING DEC 17, 2018
Why Laurie Nardone Chose Independence

Learn how an advisor made the transition to independence with an abundance of resources and guidance before, during and after the move.

By Gillian Albert
Show employees your commitment to diversity and inclusion from day one
RETIREMENT RETIREMENT PLANNING DEC 15, 2018
Show employees your commitment to diversity and inclusion from day one

It is vital for companies to represent the people they serve.

By Ron Adams
Savvy advisers, take a close look at the Roth IRA
RETIREMENT RIAS DEC 15, 2018
Savvy advisers, take a close look at the Roth IRA

Clients are looking for good news, and this could be the perfect year-end gift.

By crain-api
Couples should coordinate Social Security, Medicare decisions
RETIREMENT RETIREMENT PLANNING DEC 14, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin
BlackRock, Microsoft partner to develop retirement platform
RETIREMENT RETIREMENT PLANNING DEC 14, 2018
BlackRock, Microsoft partner to develop retirement platform

Details are vague, but the partnership continues BlackRock's expansion into the technology market.

By Ryan W. Neal
Edward Jones settles 401(k) lawsuit for $3.2 million
RETIREMENT RETIREMENT PLANNING DEC 13, 2018
Edward Jones settles 401(k) lawsuit for $3.2 million

Plaintiffs alleged the brokerage predominantly used funds in its 401(k) plan that furthered its own business interests at the expense of employees.

By Greg Iacurci
Couples should coordinate Social Security, Medicare decisions
RETIREMENT RETIREMENT PLANNING DEC 12, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin
Financial decisions made by diverse populations more likely to revolve around others
RETIREMENT RETIREMENT PLANNING DEC 11, 2018
Financial decisions made by diverse populations more likely to revolve around others

The new Prudential report surveyed members of diverse populations, including women, black Americans, Asian Americans, Latino Americans and members of the LGBTQ community

By Sarah Min
3 big reasons to do a Roth conversion right now
RETIREMENT RETIREMENT PLANNING DEC 10, 2018
3 big reasons to do a Roth conversion right now

The time is ripe for many to convert a pretax IRA to a Roth.

By Greg Iacurci
Midwestern magic? RIA assets soared nearly 30% there last year
RETIREMENT RETIREMENT PLANNING DEC 08, 2018
Midwestern magic? RIA assets soared nearly 30% there last year

Theories for what's driving the growth spurt abound, but it surpassed all other regions of the country.

By Jeff Benjamin
For Los Angeles-based RIA Aspiriant, growth is crucial yet deliberate
RETIREMENT RETIREMENT PLANNING DEC 08, 2018
For Los Angeles-based RIA Aspiriant, growth is crucial yet deliberate

CEO Rob Francis wants to build a national network and brand.

By Jeff Benjamin
For Silvercrest Asset Management Group, client referrals were gold
RETIREMENT RETIREMENT PLANNING DEC 08, 2018
For Silvercrest Asset Management Group, client referrals were gold

The firm, which has clients in 47 states, has grown to $21.3 billion

By Jeff Benjamin