Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING OCT 06, 2016
Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule

The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.

By Greg Iacurci
RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 05, 2016
Self-funding employee health care pays off for some small businesses

Estimates of saving $1,000 per employee per year for practices with at least 25 workers is enticing some firms to take on additional risk.

By Liz Skinner
RETIREMENT PLANNING OCT 05, 2016
Serving retirement-income clients a big challenge for financial advisers: study

By Grete Suarez
RETIREMENT PLANNING OCT 05, 2016
Renting out your second home could prove to be a gold mine

These three companies want to take care of all the work and maintain your property for you.

RETIREMENT PLANNING OCT 05, 2016
How to get what's yours from Medicare

Philip Moeller, co-author of the bestseller "Get What's Yours: The Secrets to Maxing Out Your Social Security," discusses his new book on Medicare.

By Bloomberg
RETIREMENT PLANNING OCT 04, 2016
Sponsor of small 401(k) sued for losses tied to large 'patent troll' investment

Lawsuit argues plan wasn't diversified. Case doesn't fit prevailing litigation theme of targeting multibillion-dollar retirement plans for excessive fees.

By Greg Iacurci
RETIREMENT PLANNING SEP 29, 2016
What a Trump or Clinton presidency would mean for your money

Here's a cheat sheet laying out the two main candidates' positions on issues including jobs, wages, taxes, Social Security and retirement.

By Bloomberg
RETIREMENT PLANNING SEP 29, 2016
Secrets for successfully retiring before 65

Three early retirees in their 30s and 40s share how they're making their money last.

By Bloomberg
RETIREMENT PLANNING SEP 28, 2016
More than half of the student-loan borrowers regret going into debt

Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.

By Grete Suarez
Social Security timing can affect Medicare premiums
RETIREMENT PLANNING SEP 28, 2016
Social Security timing can affect Medicare premiums

Should you claim Social Security now to avoid a Medicare premium hike?

By Mary Beth Franklin
Nationwide to buy Jefferson National
RETIREMENT PLANNING SEP 28, 2016
Nationwide to buy Jefferson National

The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.

By Christine Idzelis
RETIREMENT PLANNING SEP 26, 2016
Social Security timing can affect Medicare premiums

Should clients claim Social Security now to avoid a Medicare premium hike?

By Mary Beth Franklin
RETIREMENT PLANNING SEP 25, 2016
Grappling with retirement health costs

Health-care costs are “the great unknown of retirement” for many advisers.

By Ellie Zhu
RETIREMENT PLANNING SEP 22, 2016
This money tip could keep your marriage alive

A new study identifies how much, on average, is all right to spend without first talking to your partner.

By Bloomberg
RETIREMENT PLANNING SEP 22, 2016
Legislation supporting multiple employer plans could become reality by year-end

The retirement industry has increasingly called for open MEPs as a way to close the coverage gap in the private sector, and recent congressional moves make them a strong likelihood.

By Greg Iacurci
RETIREMENT PLANNING SEP 21, 2016
What Brad and Angelina's split has in common with your divorce

Multiple studies have found that about two-thirds of all divorces are initiated by women.

By Bloomberg
RETIREMENT PLANNING SEP 21, 2016
New study documents mistakes by Social Security Administration staff

Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 21, 2016
Senate committee unanimously approves bill to ease use of annuities in 401(k) plans

Legislation also would require defined-contribution plans to make lifetime income disclosures, and allow small employers to combine plans.

By Mark Schoeff Jr.
GAO study documents mistakes by Social Security Administration staff
RETIREMENT PLANNING SEP 20, 2016
GAO study documents mistakes by Social Security Administration staff

Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.

By Mary Beth Franklin