Retirement Planning

Displaying 8352 results
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
RETIREMENT PLANNING SEP 20, 2016
Managed payout funds a tough sell to investors

The funds are more flexible than annuities, but can't guarantee a set payment for life.

By John Waggoner
RETIREMENT PLANNING SEP 19, 2016
Paying for retirement planning in a low return world: Are advisers worth the cost?

We need to be candid about the realities facing today's pre-retirees.

By Joe Duran
RETIREMENT PLANNING SEP 18, 2016
Advisers face big challenges in helping clients prepare for health-care costs in retirement

Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings&quot;" target="&quot;_blank&quot;" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>

By Greg Iacurci
RETIREMENT PLANNING SEP 16, 2016
Reforms could solve Social Security funding woes

But high-income retirees might pay more, get less.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 15, 2016
Here's where rising incomes have made buying homes more affordable

In some traditionally expensive housing markets, higher incomes were outflanked by rising housing costs.

By Bloomberg
RETIREMENT PLANNING SEP 14, 2016
Voya targeted in 401(k) fee suit hinging on relationship with Financial Engines

Voya allegedly took a &quot;substantial portion&quot; of the fee charged for investment advice, even though Financial Engines did the bulk of the work.

By Greg Iacurci
How Social Security benefits are calculated
RETIREMENT PLANNING SEP 14, 2016
How Social Security benefits are calculated

Estimated benefits assume continued earnings through full retirement age.

By Mary Beth Franklin