Retirement Planning

Displaying 7914 results
RETIREMENT RETIREMENT PLANNING MAY 19, 2016
New tool aims to optimize retirement withdrawals

Non-traditional drawdown strategies improve tax efficiency that can extend portfolio life.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAY 19, 2016
Advisers' role in retiree health care

By MFXFeeder
RETIREMENT RETIREMENT PLANNING MAY 18, 2016
Laurence Kotlikoff, economist and Social Security guru, to challenge Clinton, Trump for presidency

Saying the U.S. faces a $199 trillion 'fiscal gap,' professor wants to apply the principles of economics to fix what ails the country.

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAY 18, 2016
Gifts to introduce new graduates to saving and investing

Professional financial planners offer suggestions for the best gifts to give recent college grads instead of cash.

By Bloomberg
Harbor Lights team leaves LPL for Wells Fargo Advisors Financial Network
RETIREMENT RETIREMENT PLANNING MAY 17, 2016
Harbor Lights team leaves LPL for Wells Fargo Advisors Financial Network

The $350M firm was concerned with joining a firm that could successfully navigate the DOL fiduciary rule.

By Christine Idzelis
RETIREMENT EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.

By Jeff Benjamin
Elder financial abuse grows more prevalent in annuity, life insurance products
RETIREMENT RETIREMENT PLANNING MAY 16, 2016
Elder financial abuse grows more prevalent in annuity, life insurance products

Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip

By Greg Iacurci
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study
RETIREMENT RETIREMENT PLANNING MAY 15, 2016
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study

The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAY 15, 2016
Steering clear of estate food fights

When Father Time catches up to clients, it's hard to tell the exact moment when one may be most vulnerable to abuse.

By MFXFeeder
RETIREMENT EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
Many Americans still clueless about 529 plans
RETIREMENT RETIREMENT PLANNING MAY 12, 2016
Many Americans still clueless about 529 plans

About 72% of Americans cannot identify the savings plans as being for college savings, a new survey shows.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

By Jeff Benjamin
How to become a Social Security expert
RETIREMENT RETIREMENT PLANNING MAY 12, 2016
How to become a Social Security expert

Training programs available for various levels of experience and interest.

By Mary Beth Franklin
Obama daughter set for gap year before Harvard, but it's not for everyone
RETIREMENT RETIREMENT PLANNING MAY 12, 2016
Obama daughter set for gap year before Harvard, but it's not for everyone

Financial advisers say taking a year off needs to be structured to pay off.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAY 11, 2016
Think twice before you co-sign for a loan or credit card

Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAY 11, 2016
Who loses the most sleep over money — men or women?

A new survey delves into what Americans worry about most: saving for retirement, paying for education, paying health-care or insurance bills, making the monthly rent or mortgage or paying credit card debt.

By Bloomberg
Retirees just want to have fun
RETIREMENT RETIREMENT PLANNING MAY 10, 2016
Retirees just want to have fun

Unprecedented free time in retirement will be a boon for the leisure industry.

By Bloomberg
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAY 10, 2016
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule

Many see the new regulation speeding up a shift toward fee-based relationships as commissions become increasingly scrutinized for conflicts.

By Christine Idzelis
Social Security clarifies guidance on claiming rules at 11th hour
RETIREMENT RETIREMENT PLANNING MAY 10, 2016
Social Security clarifies guidance on claiming rules at 11th hour

Watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.

By Mary Beth Franklin
Labor Secretary Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals
RETIREMENT RETIREMENT PLANNING MAY 10, 2016
Labor Secretary Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals

Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals, but supporters question whether he gave away too much.</br><b><i>(More coverage: <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>Everything you need to know on the DOL fiduciary rule</a>)</b></i>

By Mark Schoeff Jr.