Retirement Planning

Displaying 7915 results
Social Security as a backup plan for single filers
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Social Security as a backup plan for single filers

Claim early if you need to; suspend later if you can afford it.

By Mary Beth Franklin
Social Security Administration to same-sex couples: File for benefits now
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Social Security Administration to same-sex couples: File for benefits now

Federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 21, 2015
Plan sponsor advocate pushes for exemption in DOL fiduciary rule

Says charging a level fee would vanquish conflicts for advisers.

By Mark Schoeff Jr.
Could Bobbi Kristina Brown have been better protected by Whitney Houston's estate?
RETIREMENT RETIREMENT PLANNING JUL 21, 2015
Could Bobbi Kristina Brown have been better protected by Whitney Houston's estate?

Estate planning lawyers say 19-year-old will left pop star's daughter unprotected.

By Liz Skinner
RETIREMENT EQUITIES JUL 21, 2015
Tech stock rally knocked cold

<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 21, 2015
Package of tax breaks moves through Senate Finance Committee

Panel approves two-year extension of IRA charitable donation allowances, among others.

By Mark Schoeff Jr.
Portability is an area where investors need advice
RETIREMENT RETIREMENT PLANNING JUL 21, 2015
Portability is an area where investors need advice

New IRS rules mean that wealthy clients need more tax-planning guidance.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 21, 2015
What I learned about Social Security in my CFP review course

Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.

By Mary Beth Franklin
Package of tax breaks gains traction in Senate
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Package of tax breaks gains traction in Senate

It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.

By Mark Schoeff Jr.
Labor Department official promises 'changes' to fiduciary rule
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Labor Department official promises 'changes' to fiduciary rule

Labor Department official says the agency will change its proposal to mollify the brokerage industry.

By Mark Schoeff Jr.
What new same-sex marriage laws mean for your taxes, estate and retirement
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
What new same-sex marriage laws mean for your taxes, estate and retirement

The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.

By Andrew Samalin
Broker-dealers face administrative hurdles in rollout of QLAC annuity
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Broker-dealers face administrative hurdles in rollout of QLAC annuity

Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

By Darla Mercado
SIFMA's advice to DOL on the fiduciary rule: Start over
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
SIFMA's advice to DOL on the fiduciary rule: Start over

Industry heavyweight argues the proposal would limit access to investment advice.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Finra says DOL fiduciary rule would confuse advisers, investors

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
What you can learn from a Harvard economist's retirement screw-up

Alicia Munnell confesses her &quot;not-so-smart&quot; moves and explains how she recovered. Hint: It had nothing to do with stocks or bonds.

By Bloomberg
Latest trends in the retirement income market
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Latest trends in the retirement income market

Capturing rollovers, satisfying income seekers in low-interest rate environment.

By Mary Beth Franklin
Perez assures lawmakers DOL will make fiduciary rule work
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Perez assures lawmakers DOL will make fiduciary rule work

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
Why Social Security should be your backup plan in retirement

Claim early only if you really need to; suspend until later if you can afford it.

By Mary Beth Franklin
Financial planning platforms target Social Security benefits data for online integration
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
Financial planning platforms target Social Security benefits data for online integration

Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.

By Alessandra Malito
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues

Inadequacy of savings is a &quot;far bigger crisis than health care ever was.&quot;

By Trevor Hunnicutt