Retirement Planning

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DOL chief Perez says new fiduciary rule will distinguish between investor education and investment advice
RETIREMENT RETIREMENT PLANNING MAR 27, 2015
DOL chief Perez says new fiduciary rule will distinguish between investor education and investment advice

Labor Secretary aims to assure industry rule will be 'much more informed' than last attempt, which faced fierce protest and was withdrawn in 2011.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING MAR 27, 2015
Help clients navigate new landscape

Continued work - sometimes in a new field - is becoming the norm and requires planning

By David Baxter
RETIREMENT RETIREMENT PLANNING MAR 26, 2015
Is General Motors' 401(k) annuity choice a harbinger for broader uptake?

Advisers say more mega-sized defined contribution plans taking up lifetime income provides a signal to the broader retirement market.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 26, 2015
Estate of American Sniper Chris Kyle highlights vital lesson

Wills protect those you want to shield

By by Andy and Danielle Mayoras
Saving just got a lot more complicated
RETIREMENT RETIREMENT PLANNING MAR 26, 2015
Saving just got a lot more complicated

Ultralow interest rates and longer lifespans means tried-and-true rules go out the window.

By Bloomberg
Why you might see your Social Security check shrink
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Why you might see your Social Security check shrink

An income spike, such as from the sale of a property, can lead to higher Medicare costs.

By Mary Beth Franklin
Income spike can reduce Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Income spike can reduce Social Security benefits

Blame the temporary reduction on higher Medicare premiums.

By Mary Beth Franklin
With Obama's push, is fiduciary a done deal? Not so fast
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
With Obama's push, is fiduciary a done deal? Not so fast

Advisers, experts weigh in on DOL fiduciary rule's prospects and what it might end up looking like.

By Mark Schoeff Jr.
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 24, 2015
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule

Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.

By Mark Schoeff Jr.
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 24, 2015
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule

Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING MAR 24, 2015
401(k) bond funds get a makeover

The once sleepy side of the retirement plan fund menu now features a variety of choices.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAR 23, 2015
To Roth or not to Roth? How to lower your tax bill on retirement savings

Guidelines for three different groups of workers on choosing a tax-smart combination of sources for retirement savings.

By Robert H. Beriault
Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers
RETIREMENT RETIREMENT PLANNING MAR 23, 2015
Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers

Regardless of how the high court rules, ongoing investment monitoring will be here to stay.

By Darla Mercado
Where to invest during the run-up to the presidential election
RETIREMENT EQUITIES MAR 22, 2015
Where to invest during the run-up to the presidential election

<i>Breakfast with Benjamin</i>: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.

By Jeff Benjamin
Health costs in retirement keep climbing
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Health costs in retirement keep climbing

Average costs could exceed Social Security benefits in the future; a 65-year-old couple could spend as much as $400,000.

By Mary Beth Franklin
Boost Social Security benefits with these 4 ideas
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Boost Social Security benefits with these 4 ideas

Consider key details about your age, spouse and work history.

By Srividya Kalyanaraman
IRA incentives help savers, but they need to keep a close eye on fees
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
IRA incentives help savers, but they need to keep a close eye on fees

The programs, including one launched last week by Fidelity, won't make everyday investors millionaires, but they help

By Darla Mercado
Four strategies to boost Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Four strategies to boost Social Security benefits

Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.

By Srividya Kalyanaraman
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 18, 2015
Consider these tax consequences when splitting assets in a divorce

With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.

By Liz Skinner