Retirement Planning

Displaying 7915 results
SEC commissioner: DOL fiduciary rule would create 'a mess'
RETIREMENT RETIREMENT PLANNING AUG 11, 2015
SEC commissioner: DOL fiduciary rule would create 'a mess'

Daniel Gallagher Jr. says the agency should stand down and not finalize rulemaking.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 10, 2015
Retirement tradeoff: Delaying Social Security may increase Medicare costs

There is reason to worry about impact of file-and-suspend strategy on 2016 health-care premiums.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 10, 2015
Look how much your peers are saving for retirement

How much progress have you made? 401(k) plans put on the pressure.

By Bloomberg
Social Security makes the Republican presidential debate
RETIREMENT RETIREMENT PLANNING AUG 10, 2015
Social Security makes the Republican presidential debate

Christie promotes reform plan while Huckabee defends the program.

By Hazel Bradford
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal
RETIREMENT RETIREMENT PLANNING AUG 10, 2015
Rep. Ann Wagner gets three other House members to call on DOL to withdraw fiduciary proposal

Rep. Ann Wagner and three colleagues on the House Financial Services Committee are seeking additional signatories on letter to Labor Secretary Thomas Perez.

By Mark Schoeff Jr.
RETIREMENT RIAS AUG 09, 2015
American Funds making inroads with fee-based advisers

In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.

By Trevor Hunnicutt
The Fed's rate-hike plan now sees an obstacle in the form of China
RETIREMENT EQUITIES AUG 08, 2015
The Fed's rate-hike plan now sees an obstacle in the form of China

<i>Breakfast with Benjamin</i>: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.

By Jeff Benjamin
Amazon's less-than-generous 401(k) plan
RETIREMENT RETIREMENT PLANNING AUG 07, 2015
Amazon's less-than-generous 401(k) plan

The online retail giant's retirement program includes company matches made entirely in Amazon stock.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 07, 2015
Neil Young joins Hawaii homesellers listing big estates

The legendary singer-songwriter is selling his $24.5 million Waialea Bay property with a five-bedroom beach house, two guest cottages and 830 feet of ocean frontage.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 07, 2015
Kick your kids out of the house without feeling guilty

Jobs and wages are rebounding &amp;mdash; time to get those millennials out on their own.

By Liz Skinner
No Social Security cost-of-living adjustment expected for 2016
RETIREMENT RETIREMENT PLANNING AUG 07, 2015
No Social Security cost-of-living adjustment expected for 2016

High-income retirees could see net benefits decline as their Medicare premiums rise.

By Mary Beth Franklin
Retirement accounts are hitting new highs, which is good news for advisers
RETIREMENT EQUITIES AUG 07, 2015
Retirement accounts are hitting new highs, which is good news for advisers

<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.

By Jeff Benjamin
Michael Kitces' weekend reading for financial advisers
RETIREMENT RETIREMENT PLANNING AUG 06, 2015
Michael Kitces' weekend reading for financial advisers

Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers

By mkitces
RETIREMENT RETIREMENT PLANNING AUG 06, 2015
Ask the Adviser: Can I really afford that vacation home?

You've picked your favorite vacation destination, visited multiple times and gotten to know the town. Now here's how to make that second home a permanent reality.

By Joe O'Boyle
China's stock market freefall has only just begun
RETIREMENT EQUITIES AUG 06, 2015
China's stock market freefall has only just begun

<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
These retirement policy reform ideas sparked death threats

Economics professor Teresa Ghilarducci explains her controversial proposals for mandated savings, risk aversion and avoiding fees.

By Bloomberg
Social Security cost-of-living adjustment unlikely for 2016
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
Social Security cost-of-living adjustment unlikely for 2016

High-income retirees could see net benefits decline as their Medicare premiums rise.

By Mary Beth Franklin
Donald Trump's investment portfolio a messy hodgepodge: advisers
RETIREMENT EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
Companies from Facebook to JPMorgan squeeze 401(k) plans
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
Companies from Facebook to JPMorgan squeeze 401(k) plans

Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING AUG 04, 2015
Why stepchildren are more likely to feud over the family fortune

Blended families face increased risks for fights over money, survey shows.

By Bloomberg