Retirement Planning

Displaying 7915 results
Health care costs can derail retirement plans
RETIREMENT RETIREMENT PLANNING SEP 04, 2015
Health care costs can derail retirement plans

Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 03, 2015
Ask the Adviser: Should you pay off your mortgage as you enter retirement?

The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 01, 2015
Next year's Medicare premium hike is worst-case scenario for retirees

Premiums have been rising twice as fast as Social Security COLAs.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 31, 2015
Dynasty trust planning: A tax-efficient way to manage your family's assets

It is an estate-planning tool through which a parent's or grandparent's assets can pass on to future generations without being subject to gift, estate or generation-skipping transfer taxes.

By Michelle Canerday and Robert Gerber
RETIREMENT RETIREMENT PLANNING AUG 31, 2015
How and why to file for Social Security benefits online

Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 27, 2015
Women save more for retirement but lag men

Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 27, 2015
Bipartisan backing to halt DOL fiduciary rule nowhere in sight

An attempt to get Democratic buy-in on legislation that would force the DOL to hold off on finalizing its rule until the SEC acts died on the vine at a House hearing.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 27, 2015
Congresswoman hopes hearing will build momentum against DOL fiduciary rule

Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 27, 2015
Retirement savings gap between sexes narrows, but women still lag

Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 27, 2015
Retirement plan advisers are preparing for major changes

Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts

By MFXFeeder
Boeing 401(k) fiduciary breach lawsuit settled
RETIREMENT RETIREMENT PLANNING AUG 26, 2015
Boeing 401(k) fiduciary breach lawsuit settled

The provisional settlement affects 190,000 employees and retirees of Boeing who first brought a case against the company in September 2006.

By Robert Steyer
Gloom overshadows Wall Street, but some economists still see a September rate hike
RETIREMENT EQUITIES AUG 25, 2015
Gloom overshadows Wall Street, but some economists still see a September rate hike

<i>Breakfast with Benjamin</i>: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING AUG 25, 2015
How to file for Social Security benefits online

Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 24, 2015
Now is not the time to look at your 401(k) investment performance

You no longer have to wait for a quarterly statement; you can log on right now and look. However, do yourself a favor &amp;mdash; and don't.

By Megan McArdle
Amazon's risky 401(k) plan
RETIREMENT RETIREMENT PLANNING AUG 24, 2015
Amazon's risky 401(k) plan

Online retail giant's retirement program doesn't have much in common with its Silicon Valley peers, with company matches made entirely in Amazon stock.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 24, 2015
Health-care scammers commit Medicare fraud beyond U.S. borders

Florida health-care companies illegally billed the government $25 million for services to people in Nicaragua.

By Bloomberg
RETIREMENT OPINION AUG 24, 2015
Now is not the time to look at 401(k)s

We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.

By Megan McArdle
Is the bull market making advisers and investors behave better?
RETIREMENT RETIREMENT PLANNING AUG 24, 2015
Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

By Trevor Hunnicutt
It's early days for most robos eyeing the 401(k) market
RETIREMENT RETIREMENT PLANNING AUG 24, 2015
It's early days for most robos eyeing the 401(k) market

As Financial Engines &amp; Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.

By Alessandra Malito
RETIREMENT RETIREMENT PLANNING AUG 21, 2015
Surprise: It may be wiser to pay smaller loans first

A new study suggests that the quickest way out of debt may be getting 'small victories.'

By Trevor Hunnicutt