Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING MAY 02, 2017
Thinking about buying your first home? Try this calculator

A new tool lets users make an easy comparison between the cost of owning and renting a home.

By Bloomberg
RETIREMENT PLANNING MAY 02, 2017
Why more couples are using postnuptial agreements

Also known as a postmarital agreement, it's an increasingly popular variant of the prenuptial agreements that engaged couples have been signing for decades.

By Bloomberg
RETIREMENT PLANNING MAY 01, 2017
How Social Security treats remarriage

Sometimes it pays to wait to take a second trip down the aisle.

By Mary Beth Franklin
RETIREMENT PLANNING APR 28, 2017
Trump's first 100 days: What happened to your money

Here's how the new administration has affected your wallet, for good and bad, and what to watch in the days to come.

By Bloomberg
RETIREMENT PLANNING APR 28, 2017
Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

By Mary Beth Franklin
RETIREMENT PLANNING APR 27, 2017
This generation is most susceptible to an IRS scam

Hint: It's not who you think.

By Bloomberg
RETIREMENT PLANNING APR 27, 2017
Death of the 'blind squirrel' 401(k) adviser greatly exaggerated

More than 200,000 inexperienced retirement plan advisers aren't going to exit the market overnight.

By Fred Barstein
RETIREMENT PLANNING APR 27, 2017
Why Social Security is becoming a better deal for the wealthy

It's not your imagination: The rich really are taking more from taxpayers.

By Bloomberg
RETIREMENT PLANNING APR 26, 2017
Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

By Mary Beth Franklin
RETIREMENT PLANNING APR 26, 2017
Retirement savings still a potential target in tax reform negotiations

Trump's proposal doesn't touch such deferrals, but stakeholders fear Congress will attempt to use 401(k) plans to offset tax cuts.

By Greg Iacurci
RETIREMENT PLANNING APR 25, 2017
Market downturns in first few years of retirement can thwart best-laid plans

Michael Kitces outlines three strategies to overcome sequence-of-return risk.

By Greg Iacurci
RETIREMENT PLANNING APR 24, 2017
Nuveen adds direct real estate to target-date funds

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.

By Jeff Benjamin
Avoid these common RMD mistakes
RETIREMENT PLANNING APR 24, 2017
Avoid these common RMD mistakes

Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help

By Ramon Berenguer
RETIREMENT PLANNING APR 21, 2017
Retirees embrace the gig economy

For some, freelance work replaces pensions in traditional retirement three-legged stool.

By Mary Beth Franklin
RETIREMENT PLANNING APR 21, 2017
Retirees embrace the gig economy

For some, freelance work replaces pensions in traditional retirement three-legged stool.

By Mary Beth Franklin
RETIREMENT PLANNING APR 20, 2017
In K-12 403(b) plans, employees and their unions can be their own worst enemy

Distrust between school districts and unions, as well as potential financial incentives, factor into lack of reform.

By Greg Iacurci
RETIREMENT PLANNING APR 20, 2017
The future of tax preparation? Getting your taxes done without answering a single question

A TurboTax executive discusses why Americans procrastinated this tax season and the future of tax preparation.

By Bloomberg
RETIREMENT PLANNING APR 20, 2017
More millennials who live at home don't work

Among 25- to 34-year-olds living at home, one in four is neither enrolled in school nor working, according to new data from the Census Bureau.

By Bloomberg
RETIREMENT PLANNING APR 19, 2017
Ric Edelman proposes Social Security fix: Allot $7,000 for each baby

Adviser's plan begins with the federal government setting aside money for each newborn baby for 35 years, to be invested for the child's retirement.

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 18, 2017
New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.

By Greg Iacurci