Retirement Planning

Displaying 7915 results
RETIREMENT RETIREMENT PLANNING AUG 21, 2015
MetLife launches first longevity annuity for individual clients' retirement accounts

Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING AUG 20, 2015
Why women need life insurance

Having the right life insurance policy can give moms a peace of mind knowing their families will be taken care of if the worst were to happen.

By Ryan Daly
RETIREMENT RETIREMENT PLANNING AUG 20, 2015
Don't let health care costs derail your retirement plans

Tools can help you to refine cost projections and reduce Medicare surcharges.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
Labor Department gets state-based auto-IRA rule plans together

Once approved by the Office of Management and Budget, a proposed rule is expected to be issued by the end of the year.

By Hazel Bradford
EBRI hires Mercer partner Conaway to replace Salisbury as CEO
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
EBRI hires Mercer partner Conaway to replace Salisbury as CEO

New executive will leave consulting firm at end of September; has been on benefits research firm's board for more than a decade.

By Rob Kozlowski
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
How you should react to the IRS data breach

The number of citizens exposed in the tax hack reportedly triples. What if you were a victim of the cyber-crime?

By Liz Skinner
Delaying Social Security may boost Medicare costs
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
Delaying Social Security may boost Medicare costs

Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.

By Mary Beth Franklin
Then and now: A look back at Social Security's 80-year history
RETIREMENT RETIREMENT PLANNING AUG 18, 2015
Then and now: A look back at Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 17, 2015
Don't wait 'til year-end to focus on tax-management strategies

Take action now and proactively follow these tax tips rather than waiting until it's too late.

By Joyce Schnur
RETIREMENT RETIREMENT PLANNING AUG 17, 2015
Eight ways to get your retirement finances in shape now

Here's how you can create a Plan B to relying on Social Security.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 17, 2015
How wealthy young heirs are learning to buy art

Some parents or grandparents require heirs to take a financial education curriculum before telling them how wealthy they are and what they will inherit.

By Bloomberg
Asset managers beat the bushes to woo reclusive family offices
RETIREMENT RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 14, 2015
Could private equity become your next retirement investment?

Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

By Jeff Benjamin
Double whammy: Potential lack of COLA could mean higher Medicare premiums
RETIREMENT OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

By Peter Stahl
RETIREMENT RETIREMENT PLANNING AUG 13, 2015
The biggest obstacle for states looking to launch auto-IRAs

Would ERISA preempt states' IRA efforts, given federal responsibility for ERISA-regulated employee benefit plans?

By Blaine F. Aikin
Perez says DOL fiduciary debate shifts from whether to how
RETIREMENT RETIREMENT PLANNING AUG 12, 2015
Perez says DOL fiduciary debate shifts from whether to how

The Secretary of Labor told lawmakers on Tuesday that the conversation has shifted to focus on how to make a new standard work.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 11, 2015
Hamptons charity polo match leads to discovery of squatter

A friend of Alibaba President J. Michael Evans, the former Goldman Sachs vice chairman, and his wife, found a strange man making sandwiches in the couple's new house.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 11, 2015
Lessons from Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

By Mary Beth Franklin
DOL to launch marathon of hearings on fiduciary rule
RETIREMENT RETIREMENT PLANNING AUG 11, 2015
DOL to launch marathon of hearings on fiduciary rule

The four-day event, featuring 75 witnesses from all sides of the debate testifying on panels together, could get heated.

By Mark Schoeff Jr.