Retirement Planning

Displaying 7961 results
Social Security claiming strategy triage
RETIREMENT PLANNING NOV 09, 2015
Social Security claiming strategy triage

It's time to figure out if you can still take advantage of valuable claiming strategies before the door shuts forever.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 09, 2015
BlackRock launches retirement income calculator

Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.

By Alessandra Malito
Advisers rethink retirement plans amid Social Security changes
RETIREMENT PLANNING NOV 09, 2015
Advisers rethink retirement plans amid Social Security changes

Advisers will be looking for ways to make up for a retirement income shortfall.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 08, 2015
How to help as 2 Social Security claiming strategies exit

Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.

By MFXFeeder
RETIREMENT PLANNING NOV 06, 2015
The story of one family's Wal-Mart fortune takes a dramatic turn

Christy Walton has been dethroned as America's richest woman after it was revealed that she didn't really inherit the bulk of her husband's fortune.

By Bloomberg
Bill would give one-time extra Social Security payment to all recipients
RETIREMENT PLANNING NOV 05, 2015
Bill would give one-time extra Social Security payment to all recipients

Sen. Elizabeth Warren, D-Mass., introduced legislation paying $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.

By Laura Sanicola
RETIREMENT PLANNING NOV 05, 2015
Here's proof the wealthy really do have more purchasing power

The rich have greater ability to leverage their incomes to buy homes, cars and merchandise.

By Bloomberg
RETIREMENT PLANNING NOV 05, 2015
The 20 richest U.S. cities

These cities had the highest gross metropolitan product per resident, according to data from the U.S. Bureau of Economic Analysis.

By Bloomberg
Democrats torn between Obama, financial industry on DOL fiduciary rule
RETIREMENT PLANNING NOV 05, 2015
Democrats torn between Obama, financial industry on DOL fiduciary rule

Latest letter threatens to slow the rule-making process while time runs down on the current administration.

By Mark Schoeff Jr.
DFA breaks into target date fund market with unique investment approach
EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

By Greg Iacurci
Obama's 'myRA' program for retirement savings launches nationwide
RETIREMENT PLANNING NOV 03, 2015
Obama's 'myRA' program for retirement savings launches nationwide

Plan will be available for those earning a single income below $131,000 a year or $193,000 for married couples.

By Bloomberg
Government officially launches 'myRA' program for retirement savings
RETIREMENT PLANNING NOV 03, 2015
Government officially launches 'myRA' program for retirement savings

Plan will be available for those earning a single income below $131,000 a year or $193,000 for married couples.

By Bloomberg
RETIREMENT PLANNING NOV 03, 2015
Here's where public college tuition is growing the fastest

From 2010 to 2015, tuition for four-year public colleges increased in every state.

By Bloomberg
Bill to stop DOL fiduciary rule poised to pass House today
RETIREMENT PLANNING NOV 03, 2015
Bill to stop DOL fiduciary rule poised to pass House today

Measure that would force DOL to halt its efforts until the SEC acts would move to the Senate next, but Obama threatens a veto.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

By Greg Iacurci
RETIREMENT PLANNING NOV 01, 2015
The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015

By Bloomberg
EQUITIES OCT 30, 2015
Jobs report has the bond market on edge

<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.

By Jeff Benjamin
RETIREMENT PLANNING OCT 30, 2015
What Kaley Cuoco's divorce proceedings can teach you about prenups

Couples need to be aware that prenuptial agreements are not always iron-clad.

By Danielle and Andy Mayoras
Social Security strategies grandfathered for existing claimants
RETIREMENT PLANNING OCT 30, 2015
Social Security strategies grandfathered for existing claimants

File and suspend available for six more months.

By Mary Beth Franklin
Retirement savings crisis grows as more workers lack 401(k)s
RETIREMENT PLANNING OCT 30, 2015
Retirement savings crisis grows as more workers lack 401(k)s

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

By Bloomberg