Retirement Planning

Displaying 7915 results
Allianz, Pimco targeted in class-action 401(k) suit
RETIREMENT RETIREMENT PLANNING DEC 17, 2015
Allianz, Pimco targeted in class-action 401(k) suit

Firms are the latest targets in another class-action lawsuit alleging breach of fiduciary duty due to excessive 401(k) fees.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 15, 2015
New resolution: Create and review your Social Security statement online

If your earnings information is wrong, you may not receive all the benefits to which you are entitled.

By Mary Beth Franklin
Loss of Social Security file-and-suspend strategy may be overblown
RETIREMENT RETIREMENT PLANNING DEC 15, 2015
Loss of Social Security file-and-suspend strategy may be overblown

Restricted application for spousal benefits is still key for married couples.

By Mary Beth Franklin
Loss of file-and-suspend strategy may be overblown
RETIREMENT RETIREMENT PLANNING DEC 15, 2015
Loss of file-and-suspend strategy may be overblown

Restricted application for spousal benefits is still key for married couples.

By Mary Beth Franklin
Plan advisers need to take note of the SEC's swing-pricing rule
RETIREMENT RETIREMENT PLANNING DEC 11, 2015
Plan advisers need to take note of the SEC's swing-pricing rule

Due diligence considerations that plan advisers should make when a fund has adopted swing pricing.

By Blaine F. Aikin
12 predictions about what the Labor Department's fiduciary rule will look like when implemented
RETIREMENT RETIREMENT PLANNING DEC 10, 2015
12 predictions about what the Labor Department's fiduciary rule will look like when implemented

Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.

By Blaine F. Aikin
What's the difference between an FSA and an HSA?
RETIREMENT RETIREMENT PLANNING DEC 10, 2015
What's the difference between an FSA and an HSA?

With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.

By Bloomberg
RETIREMENT OPINION DEC 09, 2015
The secret to keeping family money

Building family unity correlates directly to maintaining family wealth — and communication about money should start early.

By Steven Abernathy and Brian Luster
How to minimize Medicare surcharges with life insurance and annuities
RETIREMENT RETIREMENT PLANNING DEC 09, 2015
How to minimize Medicare surcharges with life insurance and annuities

Advisers may consider several retirement planning options with clients that do not create unnecessarily high Medicare surcharges.

By Katy Votava
RETIREMENT RETIREMENT PLANNING DEC 08, 2015
Student loans hurt women more than men

For every dollar that men take home, women earn 21¢ less. Here's what that means for women's student loan debts.

By Bloomberg
Working longer for more savings? Don't count on it
RETIREMENT RETIREMENT PLANNING DEC 08, 2015
Working longer for more savings? Don't count on it

Although delaying retirement helps financial readiness, it can't be a safety net for everyone.

By Greg Iacurci
Medicare surcharge letters dampen holiday spirits
RETIREMENT RETIREMENT PLANNING DEC 07, 2015
Medicare surcharge letters dampen holiday spirits

Income-related premium hikes for 2016 confuse retirees.

By Mary Beth Franklin
How to help clients minimize the sting of 2016 Medicare premium rates
RETIREMENT RETIREMENT PLANNING DEC 07, 2015
How to help clients minimize the sting of 2016 Medicare premium rates

Beneficiaries who can't avoid an increase can still find ways to manage through the hike.

By Katy Votava
Advisers praise Sanders for highlighting Social Security, doubt his approach
RETIREMENT RETIREMENT PLANNING DEC 07, 2015
Advisers praise Sanders for highlighting Social Security, doubt his approach

The Vermont senator proposed lifting the cap on taxable income for the program.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING DEC 04, 2015
Department of Labor's lifetime income illustrations at a 'crossroads'

A DOL official said the regulatory project around lifetime income projections has stalled due to a split in opinion.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 04, 2015
Looming credit card changes you need to watch out for

While fees are lower and there's more transparency, there could be big changes coming considering the Federal Reserve's plans to raise interest rates.

By Bloomberg
RETIREMENT OPINION DEC 04, 2015
3 steps to get going on harvesting those tax losses

This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">special report on tax and estate planning</a>.

By Charles Reinhard
RETIREMENT RETIREMENT PLANNING DEC 03, 2015
Social Security changes present opportunities

Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.

By Mary Beth Franklin
As robo-advice spreads, so should the caution warnings
RETIREMENT EQUITIES DEC 03, 2015
As robo-advice spreads, so should the caution warnings

<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING DEC 03, 2015
How wealth distribution really affects charitable giving

A new study found rich people in states with the most skewed income scales were significantly less generous than their peers in states where wealth is more evenly distributed.

By Bloomberg