Retirement Planning

Displaying 7961 results
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security
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 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 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 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 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 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 “never have a conversation,” according to the company's founder.

By Bloomberg
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
RETIREMENT PLANNING FEB 26, 2016
Rising home prices put a damper on aspirational online real estate searches

Traditionally, buyers browsing online listings have looked at homes that cost more than they are planning to spend, but that has changed in some pricey markets.

By Bloomberg
Social Security issues new guidelines for popular file-and-suspend strategy
RETIREMENT PLANNING FEB 26, 2016
Social Security issues new guidelines for popular file-and-suspend strategy

Updated April 29 deadline looms for those who want to take advantage of current rules.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 25, 2016
Couple files Finra arbitration claim against Morgan Stanley in connection with energy investment

Attorney claims his clients lost more than $100,000 as U.S. oil prices collapsed.

By Christine Idzelis
RETIREMENT PLANNING FEB 25, 2016
Why it's more difficult than ever to trust financial advisers

A new working paper by business school professors at the University of Chicago and University of Minnesota found that 7% of advisers have been disciplined for misconduct.

By Bloomberg
Financial Engines plans insurance, health care advice for 401(k) participants
RETIREMENT PLANNING FEB 24, 2016
Financial Engines plans insurance, health care advice for 401(k) participants

The 401(k) managed account provider is pushing for more holistic financial planning.

By Greg Iacurci
RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

By Mary Beth Franklin
How should retirement plans pay their 401(k) fees?
RETIREMENT PLANNING FEB 23, 2016
How should retirement plans pay their 401(k) fees?

Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.

By Greg Iacurci
RETIREMENT PLANNING FEB 22, 2016
What Gene Wilder's death can teach you about estate planning

Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.

By Liz Skinner
RETIREMENT PLANNING FEB 22, 2016
Most Americans earmark tax refunds for savings, debt

More than half of the $330 billion in tax refunds Americans will get back this year will go toward savings or paying down debt &amp;mdash; the highest percentage since 2007.

By Bloomberg
RETIREMENT PLANNING FEB 22, 2016
How much confidence do you have in your retirement?

A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.

By Bloomberg
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
RETIREMENT PLANNING FEB 19, 2016
Social Security issues new file-and-suspend guidelines

April 29 deadline looms for those who want to take advantage of current rules.

By Mary Beth Franklin