Retirement Planning

Displaying 7914 results
RETIREMENT RETIREMENT PLANNING MAR 15, 2016
Perez tries to win over Democrats skeptical of DOL fiduciary rule

With the Labor Department's fiduciary rule closing in on finalization, some lawmakers still question potential costs of implementing the measure.

By Mark Schoeff Jr.
Why Social Security can delay your retirement credits
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Why Social Security can delay your retirement credits

Some Social Security beneficiaries must wait an additional year for full payment.

By Mary Beth Franklin
Ways to steady retirement goals during choppy markets
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Ways to steady retirement goals during choppy markets

Utilizing a methodical system to review retirement goals can keep clients calm during the storm.

By Bloomberg
Timing of DOL study on retirement savings draws rebuke from senators
RETIREMENT RETIREMENT PLANNING MAR 14, 2016
Timing of DOL study on retirement savings draws rebuke from senators

Two top Republican senators claim the fiduciary rule is premature when the agency is still studying how Americans save.

By Mark Schoeff Jr.
RETIREMENT EQUITIES MAR 10, 2016
Donald Trump's health care plan starts with repealing Obamacare

<i>Breakfast with Benjamin</i> Donald Trump's health care plans includes repealing Obamacare, along with six other points. It promises to be yuuge.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING MAR 10, 2016
Women face a heavier financial burden from student loans

Women with loans end up paying more for college than men because they take longer to repay their debt, which accumulates interest over time.

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAR 10, 2016
Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.

By Katy Votava
RETIREMENT RETIREMENT PLANNING MAR 10, 2016
What Saints owner Tom Benson's estate dispute could teach your family

The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.

By by Danielle and Andy Mayoras
RETIREMENT EQUITIES MAR 08, 2016
New IRA targets socially conscious millennial savers

<i>Breakfast with Benjamin</i> There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.

By Jeff Benjamin
3 essential personality traits for becoming a billionaire
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
3 essential personality traits for becoming a billionaire

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires &#8220;of old&#8221; and today.

By John Mathews
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule

Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.

By Greg Iacurci
Peyton Manning's happy retirement hinges on good planning, smart decisions
RETIREMENT RETIREMENT PLANNING MAR 07, 2016
Peyton Manning's happy retirement hinges on good planning, smart decisions

Athletes need to save during short careers to pay for long retirements.

By Liz Skinner
Why the Social Security file-and-suspend strategy isn't for everyone
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Why the Social Security file-and-suspend strategy isn't for everyone

Just because you are eligible, doesn't mean this claiming strategy is right for you.

By Mary Beth Franklin
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security

Next president should tackle retirement program reform.

By Mary Beth Franklin
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny
RETIREMENT RETIREMENT PLANNING MAR 04, 2016
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny

SEC now digging into rollover advice, other aspects of conflicts relating to retirement accounts

By Blaine F. Aikin
For survivor benefits, timing is everything under new Social Security rules
RETIREMENT RETIREMENT PLANNING MAR 03, 2016
For survivor benefits, timing is everything under new Social Security rules

The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.

By Mary Beth Franklin
Oracle Corp. 401(k) plan targeted for excessive fees
RETIREMENT RETIREMENT PLANNING MAR 03, 2016
Oracle Corp. 401(k) plan targeted for excessive fees

Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 02, 2016
Could employers be the antidote to your student loan burden?

The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAR 01, 2016
This app helps you collect money from your ex — without having to talk to them

With SupportPay, parents can upload a receipt, send the ex a bill, and &#8220;never have a conversation,&#8221; according to the company's founder.

By Bloomberg
RETIREMENT EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

By Jeff Benjamin