Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING AUG 21, 2017
Being a millionaire in retirement isn't what it used to be

GOBankingRates report measures how long a million dollars would last for retirees, state by state.

By Bloomberg
RETIREMENT PLANNING AUG 18, 2017
Surprising Social Security rules on divorce

Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 18, 2017
The DOL fiduciary rule practically necessitates account aggregation

The more comprehensive the view of client finances, the more prudent the advice.

By Lowell Putnam
RETIREMENT PLANNING AUG 17, 2017
Plaintiffs win in Tibble vs. Edison 401(k) fee case

After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.

By Robert Steyer
RETIREMENT PLANNING AUG 16, 2017
Fired UBS adviser revives Palm Beach scandal

Craig Price claims he was fired for speaking up about the abuse of a trust fund.

By Bloomberg
RETIREMENT PLANNING AUG 16, 2017
The best and worst states for growing old

Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.

RETIREMENT PLANNING AUG 16, 2017
Baby boomers dominate housing market, leaving millennials out in the cold

A simmering conflict is brewing between the two biggest generations in U.S. history.

By Bloomberg
RETIREMENT PLANNING AUG 16, 2017
401(k) DCIOs: Some are folding, holding and doubling down

It behooves plan advisers to pay attention to their asset-management partners, because advisers rely on them for marketing and practice management support and guidance.

By Fred Barstein
RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
RETIREMENT PLANNING AUG 11, 2017
How to fund a Social Security delay

Several strategies can cover the gap to help clients claim a bigger benefit later

By Mary Beth Franklin
RETIREMENT PLANNING AUG 10, 2017
Manulife cites 'challenging' businesses amid spinoff talk

The company may seek to exit its John Hancock unit in the U.S.

By Bloomberg
RETIREMENT PLANNING AUG 10, 2017
Your financial adviser may be charging you too much

Looking solely at the median cost of hiring an adviser can be deceiving.

By Bloomberg
EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
RETIREMENT PLANNING AUG 10, 2017
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.

By Greg Iacurci
RETIREMENT PLANNING AUG 09, 2017
HUD budget wording may threaten reverse mortgage protections

Senators seek clarification on 2-year-old rule that gave surviving spouses certain rights.

By InvestmentNews
RETIREMENT PLANNING AUG 09, 2017
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

The approach leverages relationships with property and casualty insurance brokers.

By Greg Iacurci
RETIREMENT PLANNING AUG 09, 2017
What would Steve Jobs do if he ran the 401(k) business?

The Apple visionary would get customers to buy the latest product, simplify share classes and create a seamless retirement-plan ecosystem.

By Aaron Pottichen
RETIREMENT PLANNING AUG 08, 2017
Good health is key to retirement security

Incorporating health-care costs into retirement plans can boost an adviser's value.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 08, 2017
As longevity stalls, corporations enjoy a windfall on pensions, benefits

Firms are cutting the estimates of what they'll have to pay retirees, and in some cases, it adds up to billions.

By Bloomberg
RETIREMENT PLANNING AUG 08, 2017
Health care reform could affect muni bonds

By James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager