Retirement Planning

Displaying 7959 results
EQUITIES JUL 05, 2016
BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.

By Jeff Benjamin
RETIREMENT PLANNING JUN 29, 2016
It's time to talk about aging and death with your parents

A new survey finds adult children are far less likely to say that these conversations should take place well before their parents retire or get sick.

By Bloomberg
401(k) providers see participant calls surge in wake of historic Brexit
RETIREMENT PLANNING JUN 29, 2016
401(k) providers see participant calls surge in wake of historic Brexit

Call volumes rose in the first few hours of trading Friday as investors tried to make sense of what Brexit means for their retirement accounts.

By Greg Iacurci
Social Security cost-of-living adjustment unlikely for 2017
RETIREMENT PLANNING JUN 29, 2016
Social Security cost-of-living adjustment unlikely for 2017

High-income retirees could see net benefits decline next year if Medicare premiums rise.

By Mary Beth Franklin
IRS rethinks rules for savings accounts to care for young people with disabilities
RETIREMENT PLANNING JUN 29, 2016
IRS rethinks rules for savings accounts to care for young people with disabilities

States get additional guidance on how to administer 529 ABLE plans.

By Liz Skinner
RETIREMENT PLANNING JUN 28, 2016
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute

The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.

By Greg Iacurci
RETIREMENT PLANNING JUN 28, 2016
How the sharing economy can help provide affordable housing in retirement

These alternatives to traditional living arrangements can help satisfy older Americans' requirements for affordable and accessible living spaces.

By Carol Marak
Small businesses less generous with 401(k) contributions: Vanguard
RETIREMENT PLANNING JUN 24, 2016
Small businesses less generous with 401(k) contributions: Vanguard

Almost 30% of small-business plans don't offer any sort of employer contribution.

By Greg Iacurci
Retirement calculators show 'dramatically different' results
RETIREMENT PLANNING JUN 24, 2016
Retirement calculators show 'dramatically different' results

Studies show publicly available retirement calculators shouldn't be taken at face value.

By Greg Iacurci
RETIREMENT PLANNING JUN 23, 2016
The fate of your retirement could be determined by this election

New retirement-saving laws will face a challenge if incoming lawmakers are leery of mandates on employers.

By Bloomberg
RETIREMENT PLANNING JUN 23, 2016
How many marriages will really end in divorce?

Millennials have different attitudes toward marriage than their parents. But will they be better at keeping their vows?

By Bloomberg
Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule
RETIREMENT PLANNING JUN 23, 2016
Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule

The firm is developing its first fee-based variable annuity, which many experts say is the future of the product line in the qualified market.

By Greg Iacurci
RETIREMENT PLANNING JUN 23, 2016
MetLife is second major insurer to exit the brokerage business, in the sale of adviser unit to MassMutual

MetLife is the second major insurer to exit the brokerage business, in the sale of its adviser unit to MassMutual. Mergers may be on the rise due to the Labor Department's proposed fiduciary rule.

By Christine Idzelis
RETIREMENT PLANNING JUN 23, 2016
How LGBT investors can take advantage of new financial opportunities

Legal recognition of same-sex couples means fewer complications and new options for investing.

By Peter Waterloo
RETIREMENT PLANNING JUN 23, 2016
Social Security update for gay couples

Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.

By Mary Beth Franklin
How noncitizens can access Social Security benefits
RETIREMENT PLANNING JUN 22, 2016
How noncitizens can access Social Security benefits

Foreign workers and dependents retiring abroad face complicated rules.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 22, 2016
Social Security benefits for noncitizens

Foreign workers and dependents retiring abroad face complicated rules.

By Mary Beth Franklin
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s
RETIREMENT PLANNING JUN 22, 2016
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s

Legislators cite a recent TIAA study finding 30% of employees neglect accounts at previous employers when they switch jobs.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 22, 2016
Baby boomers reach required minimum distribution milestone for retirement accounts

The first wave of boomers turns 70&frac12; starting July 1, and must start taking distributions from their retirement savings.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 22, 2016
John Oliver's criticism helps fiduciary duty go prime time

Recent 'Last Week Tonight' segment is just one example of the growing awareness of this issue.

By Mark Schoeff Jr.