Retirement Planning

Displaying 8298 results
RETIREMENT PLANNING FEB 05, 2016
Ask the Adviser: Why should I insure my home for more than I can sell it for?

Homeowners often get the amount for which they should have their home insured wrong.

By Kevin Lynch
What advisers need to know about popular long-term-care products
RETIREMENT PLANNING FEB 05, 2016
What advisers need to know about popular long-term-care products

Deciding between traditional and combination products can be difficult, but better understanding plan features can help.

By Greg Iacurci
How to manage tax-efficient drawdowns in retirement
RETIREMENT PLANNING FEB 04, 2016
How to manage tax-efficient drawdowns in retirement

For many retirees, the conventional way of thinking may not be the most tax-efficient.

By Greg Iacurci
Obama proposes curbs to retirement-savings tax incentives for wealthy, heirs
RETIREMENT PLANNING FEB 04, 2016
Obama proposes curbs to retirement-savings tax incentives for wealthy, heirs

The measures, which affect 401(k) and IRA limits and beneficiary withdrawals, have been proposed in previous budgets to no avail, but still worry financial industry groups.

By Mark Schoeff Jr.
Two bills to stop DOL fiduciary rule advance in House
RETIREMENT PLANNING FEB 04, 2016
Two bills to stop DOL fiduciary rule advance in House

The two bills would require Congress to approve the rule. Fight on a best-interests standard is now split straight down party lines.

By Mark Schoeff Jr.
Retirement income hit with highest effective tax rates
RETIREMENT PLANNING FEB 04, 2016
Retirement income hit with highest effective tax rates

New software helps advisers maximize spendable income for clients.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 04, 2016
DOL fiduciary rule could take $2.4 billion bite out of financial services industry

Implementing the standard on retirement accounts could reduce annual revenues by more than twice current estimates, according to a Morningstar report.

By Bruce Kelly
Social Security details new rules on claiming strategies
RETIREMENT PLANNING FEB 03, 2016
Social Security details new rules on claiming strategies

But the Social Security Administration still has no guidelines for file-and-suspend deadlines.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 03, 2016
How much money is your spouse hiding from you?

A new study finds about 13 million Americans have squirreled away a checking, savings or credit-card account from live-in partners.

By Bloomberg
How to best adjust your plans to new Social Security claiming strategies
RETIREMENT PLANNING FEB 01, 2016
How to best adjust your plans to new Social Security claiming strategies

Here are a few scenarios that can help guide your claiming decisions.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 31, 2016
Adviser Twitter fight erupts when Dave Ramsey bashes DOL fiduciary rule

The controversial financial guru said the Labor Department rule would "kill" the middle class' ability to get retirement advice.

By Mark Schoeff Jr.
RETIREMENT PLANNING JAN 31, 2016
The next big thing in retirement advice

Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia

By Christine Gaze
RETIREMENT PLANNING JAN 28, 2016
Assets of largest retirement funds tumble 2.3% for year

Meanwhile, asset movement among defined contribution plans was flat.

By James Comtois
Gov. Christie signs bill to create retirement plan marketplace for small businesses
RETIREMENT PLANNING JAN 28, 2016
Gov. Christie signs bill to create retirement plan marketplace for small businesses

Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.

By Pensions&Investments
Test your knowledge about upcoming Social Security changes
RETIREMENT PLANNING JAN 28, 2016
Test your knowledge about upcoming Social Security changes

A new online quiz is tougher than it looks.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 27, 2016
The case for looking away from your 401(k) when stocks tumble

The rule of thumb for retirement plans during market volatility is, in fact, to do nothing.

By Bloomberg
New 401(k) suit targets Vanguard fund fees
RETIREMENT PLANNING JAN 27, 2016
New 401(k) suit targets Vanguard fund fees

Advisers should consider whether collective trust funds and separate accounts offer lower expenses than their mutual fund counterparts.

By Greg Iacurci
Fidelity fields record calls for 401(k) advice as markets tank
RETIREMENT PLANNING JAN 26, 2016
Fidelity fields record calls for 401(k) advice as markets tank

As key indexes first started going south earlier this month, almost 4 million people contacted Fidelity on January 4 alone, either online or by phone, to check on their retirement savings.

By Bloomberg
RETIREMENT PLANNING JAN 24, 2016
Warming up to ESG funds in 401(k)s

Plan advisers might not fully understand the rules regarding ESG investments

By MFXFeeder
401(k) suit targeting Vanguard fees could support case for active funds
RETIREMENT PLANNING JAN 22, 2016
401(k) suit targeting Vanguard fees could support case for active funds

Will putting iconic fund firm in the crosshairs turn fiduciaries' attention toward overall value and away from fees?

By Greg Iacurci