Retirement Planning

Displaying 7959 results
Social Security Administration continues to give bad advice on claiming rules
RETIREMENT PLANNING FEB 13, 2017
Social Security Administration continues to give bad advice on claiming rules

Staff denies some eligible applications for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 12, 2017
Trump's DOL fiduciary directive triggers chaos

The mandate to review the rule and the accompanying delay leave the industry scrambling to adjust.

By Mark Schoeff Jr.
Is your 401(k) balance above or below average?
RETIREMENT PLANNING FEB 10, 2017
Is your 401(k) balance above or below average?

As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.

By Bloomberg
RETIREMENT PLANNING FEB 10, 2017
Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 09, 2017
Medicare enrollment ends HSA eligibility

Working longer can allow continued contributions.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 08, 2017
Congress seeks to kill DOL rules on state, city auto-IRA programs

House Republicans introduce bills to block Labor Department rules promoting creation of retirement plans for private-sector employees.

By Greg Iacurci
$4 billion hybrid RIA to leave LPL
RETIREMENT PLANNING FEB 08, 2017
$4 billion hybrid RIA to leave LPL

Resources Investment Advisors also has affiliate retirement-focused advisory firms with $6 billion in assets, but it's uncertain whether they will follow suit and depart LPL.

By Greg Iacurci
RETIREMENT PLANNING FEB 07, 2017
Trump executive order may prevent guidance on employee benefits issues

An order aimed at reducing regulation and controlling regulatory costs could sow confusion over issues such as executive compensation and the fate of planned rules affecting employer retirement plans.

By Marcia S. Wagner
RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

By Robert Steyer
RETIREMENT PLANNING FEB 06, 2017
Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

By Mary Beth Franklin
3 ways to protect your 401(k) if Trump nixes the fiduciary rule
RETIREMENT PLANNING FEB 06, 2017
3 ways to protect your 401(k) if Trump nixes the fiduciary rule

By asking these questions, investors can avoid financial advisers who don't put their interests first.

By Bloomberg
RETIREMENT PLANNING FEB 05, 2017
Estate-tax flux could boost grantor trusts

By Greg Iacurci
RIA NEWS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

By John Waggoner
RETIREMENT PLANNING FEB 02, 2017
Getting married in America is more expensive than ever

Couples spend an average of $78,464 to get married in the most expensive wedding location — and the honeymoon isn't included.

By Bloomberg
RIA NEWS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

By John Waggoner
RETIREMENT PLANNING FEB 02, 2017
Trump is acting on everything except your retirement

Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.

By Bloomberg
RETIREMENT PLANNING JAN 31, 2017
Aon Hewitt sued for 401(k) 'kickback' scheme with Financial Engines

The record keeper joins three others — Fidelity, Voya and Xerox — in being sued over its relationship with the advice provider.

By Greg Iacurci
RETIREMENT PLANNING JAN 31, 2017
Many wealthy Americans haven't planned for the transfer of their assets

Adviser's approach can overcome client worries, such as that children won't have an incentive to work if they know how much they will inherit.

By Liz Skinner
OPINION JAN 30, 2017
How retirement plan advisers can help clients with compliance

Advisers who don't assist with compliance are at risk of losing clients.

By Susan Shoemaker
RETIREMENT PLANNING JAN 27, 2017
When claiming Social Security early makes sense

This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.

By Mary Beth Franklin