Retirement Planning

Displaying 7915 results
RETIREMENT RETIREMENT PLANNING OCT 28, 2015
'Til retirement do us part? Spouses disagree on spending golden years together

While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.

By Bloomberg
Game almost over for Social Security claiming strategies
RETIREMENT RETIREMENT PLANNING OCT 28, 2015
Game almost over for Social Security claiming strategies

Congressional budget deal provision could affect current and future retirees.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Genworth doubles down on LTC business in challenging market

The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule

Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.

By Mark Schoeff Jr.
With more workers lacking 401(k) plans, retirement savings crisis grows
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
With more workers lacking 401(k) plans, retirement savings crisis grows

Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.

By Bloomberg
Hedging against triple whammy of Medicare price hikes
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Hedging against triple whammy of Medicare price hikes

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

By Katy Votava
Advisers form coalition to oppose DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Advisers form coalition to oppose DOL fiduciary rule

Grassroots organization is sponsored by a trade association for life insurance companies.

By Mark Schoeff Jr.
DOL proposes rule to grease wheels for states to set up private-sector retirement programs
RETIREMENT RETIREMENT PLANNING OCT 22, 2015
DOL proposes rule to grease wheels for states to set up private-sector retirement programs

Labor Secretary Perez says proposal would validate approach that states like Illinois, California and Oregon are taking.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING OCT 22, 2015
Should you take a lump sum payout on your pension?

Consider these four things before taking that big chunk of money your former employer offers you.

By Bloomberg
RETIREMENT RETIREMENT PLANNING OCT 22, 2015
These benefits are even more popular than raises

With wages stagnant, employers have found something else to attract and retain employees.

By Bloomberg
4 ways the Labor Department is about to rock our world
RETIREMENT RETIREMENT PLANNING OCT 22, 2015
4 ways the Labor Department is about to rock our world

The proposed fiduciary standard will have the biggest impact since the deregulation of the securities industry a few decades ago.

By Joe Duran
RETIREMENT RETIREMENT PLANNING OCT 21, 2015
Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020

New report forecasts $1.5T will flow to defined contribution and retail investment markets.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING OCT 21, 2015
Is it better to rent or buy?

Across the U.S., it's 23% cheaper for a young household to buy a home than to rent one. Find out where it's best to buy now.

By Bloomberg
Pension trade group believes DOL fiduciary rule is all but inevitable
RETIREMENT RETIREMENT PLANNING OCT 21, 2015
Pension trade group believes DOL fiduciary rule is all but inevitable

American Society of Pension Professionals and Actuaries now plans to shape -- not kill -- the proposal.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING OCT 20, 2015
How to hedge against triple whammy of Medicare price hikes

These three strategies can blunt the impact of 2016 cost increases.

By Katy Votava
Estimating college costs about to get easier
RETIREMENT RETIREMENT PLANNING OCT 20, 2015
Estimating college costs about to get easier

Families will be able to use income data from two years before the student attends school on their federal financial aid forms, instead of data from the prior year.

By Liz Skinner
Don't abandon Social Security strategy to avoid Medicare hike
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
Don't abandon Social Security strategy to avoid Medicare hike

Short-sighted remedy is like 'prescribing a lobotomy for a headache'.

By Mary Beth Franklin
Which region is best prepared for retirement?
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
Which region is best prepared for retirement?

A new study examines geographical differences in retirement readiness.

By Alessandra Malito
The Social Security survivor benefit do-over
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
The Social Security survivor benefit do-over

Widows and widowers can repay benefits and collect higher amounts later.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 16, 2015
Republicans want to see cost-benefit analysis before SEC proceeds on fiduciary

Today's hearing on 2016 budget discussed the DOL rule as well, with a lawmaker asking Chairwoman Mary Jo White, 'Why are you allowing the Labor Department to take over your territory?'

By Mark Schoeff Jr.