Retirement Planning

Displaying 7962 results
RETIREMENT PLANNING APR 23, 2015
Target date funds are working but they can be expensive

Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.

By Bloomberg
More workers feel confident about retirement: EBRI
RETIREMENT PLANNING APR 21, 2015
More workers feel confident about retirement: EBRI

New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.

By Bloomberg
More workers feel confident about their retirement: EBRI
RETIREMENT PLANNING APR 21, 2015
More workers feel confident about their retirement: EBRI

New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.

By Bloomberg
'Holy Child Girls' are a microcosm of baby boomers on verge of retirement
RETIREMENT PLANNING APR 20, 2015
'Holy Child Girls' are a microcosm of baby boomers on verge of retirement

The future looks golden in an author's informal survey

By Mary Beth Franklin
Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
Social Security closes claiming loophole for people with disabilities
RETIREMENT PLANNING APR 20, 2015
Social Security closes claiming loophole for people with disabilities

A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.

By Mary Beth Franklin
RETIREMENT PLANNING APR 16, 2015
Feud over Robin Williams' estate highlights need for specificity in trusts

The late comedian's estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal fight over the interpretation of his trust.

By Darla Mercado
In Labor Department's fiduciary proposal, a nod to passive investing
RETIREMENT PLANNING APR 15, 2015
In Labor Department's fiduciary proposal, a nod to passive investing

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.

By Trevor Hunnicutt
RETIREMENT PLANNING APR 15, 2015
Blurred lines surround estate of Marvin Gaye

Heirs win a court fight, but it all could have been avoided

By by Andy and Danielle Mayoras, Guest Columnists
RETIREMENT PLANNING APR 15, 2015
Protecting vulnerable aging clients

Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors

By Brandon S. Reif
Affluent retirees flock to The Villages, fastest-growing metro area
RETIREMENT PLANNING APR 15, 2015
Affluent retirees flock to The Villages, fastest-growing metro area

This Florida retirement destination has a carefree lifestyle and lots and lots of golf carts.

By Bloomberg
RETIREMENT PLANNING APR 14, 2015
How singles can use file-and-suspend as an insurance policy

But this creative claiming strategy stumps some Social Security Administration employees.

By Mary Beth Franklin
Nearly half of retirees wish they had retired earlier
RETIREMENT PLANNING APR 14, 2015
Nearly half of retirees wish they had retired earlier

But savings gap may force future retirees to work longer.

By Mary Beth Franklin
RETIREMENT PLANNING APR 14, 2015
MassMutual beefs up DCIO effort, extending reach into retirement plans

Insurer faces uphill battle as competition in defined contribution investment-only space is tough.

By Darla Mercado
Who oversees wealth advisers who guide investors on 401(k)s? It depends.
RETIREMENT PLANNING APR 14, 2015
Who oversees wealth advisers who guide investors on 401(k)s? It depends.

In the most complex scenarios, you may answer to DOL, Finra and SEC.

By Darla Mercado
The big retirement mistake Millennials make
RETIREMENT PLANNING APR 13, 2015
The big retirement mistake Millennials make

Survey: younger workers happy about their savings habits but they are beginning to worry about their net worth

By Srividya Kalyanaraman
Hidden tax benefits of continuing care retirement communities
RETIREMENT PLANNING APR 13, 2015
Hidden tax benefits of continuing care retirement communities

Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.

By Darla Mercado
Obamas' income falls to lowest level since 2004
RETIREMENT PLANNING APR 10, 2015
Obamas' income falls to lowest level since 2004

First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.

By Bloomberg
Are employer savings on health care being reinvested in retirement plans?
RETIREMENT PLANNING APR 10, 2015
Are employer savings on health care being reinvested in retirement plans?

As health care benefits fall out of favor with employees, some small businesses are considering redesigning their 401(k)s to retain staff.

By Darla Mercado
Hidden tax benefits of Continuing Care Retirement Communities
RETIREMENT PLANNING APR 10, 2015
Hidden tax benefits of Continuing Care Retirement Communities

Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.

By Darla Mercado