Retirement Planning

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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
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 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 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 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 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 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.
SEC commissioner: DOL fiduciary rule would create 'a mess'
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 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 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 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 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.
RIA NEWS 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
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 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 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 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 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
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 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