Retirement Planning

Displaying 8298 results
RETIREMENT PLANNING SEP 16, 2015
Who's winning the economic recovery? The richest Americans

Their incomes have fully recovered – and then some.

By Bloomberg
How to build a 401(k) business from scratch
RETIREMENT PLANNING SEP 16, 2015
How to build a 401(k) business from scratch

Advisers and industry gurus provide their thoughts on how to get started.

By Greg Iacurci
Worst-case scenario for Medicare premium hike in 2016
RETIREMENT PLANNING SEP 16, 2015
Worst-case scenario for Medicare premium hike in 2016

Medicare premiums have been rising twice as fast as Social Security COLAs.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 15, 2015
Be sure to address these legal issues before sending your kids off to college

Power of attorney is among the documents that can help reduce stress when a student is away.

By Liz Skinner
RETIREMENT PLANNING SEP 14, 2015
Financial advisers to investors: Think of retirement as '35 years of unemployment'

As life expectancies get longer, seniors and soon-to-be seniors are slow to accept the need to plan for so many years going forward.

By Liz Skinner
RETIREMENT PLANNING SEP 14, 2015
Advisers tell clients: Think of retirement as '35 years of unemployment'

Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.

By Liz Skinner
EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

By Jeff Benjamin
RETIREMENT PLANNING SEP 14, 2015
Too young for a will? Think again

Here's how to get a solid will and other essential documents without bankrupting your heirs.

By Bloomberg
RETIREMENT PLANNING SEP 13, 2015
Use reverse mortgages, but only in unique circumstances

Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.

By Greg Iacurci
RETIREMENT PLANNING SEP 13, 2015
Dispatch from the retirement front – one year later

<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.

By Mary Beth Franklin
Why millennial super savers are putting away 15% of their salaries
RETIREMENT PLANNING SEP 11, 2015
Why millennial super savers are putting away 15% of their salaries

Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.

By Bloomberg
Millennial super savers socking away at least 15% of their incomes
RETIREMENT PLANNING SEP 11, 2015
Millennial super savers socking away at least 15% of their incomes

Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young &quot;super savers.&quot;

By Bloomberg
RETIREMENT PLANNING SEP 10, 2015
How a Roth IRA conversion can supercharge your retirement savings

This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.

By Jamie Hopkins
RETIREMENT PLANNING SEP 10, 2015
Is work the new retirement?

A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.

By Laura Sanicola
Market volatility puts spotlight on tax-planning strategies
RETIREMENT PLANNING SEP 10, 2015
Market volatility puts spotlight on tax-planning strategies

With recent market swings come opportunities for advisers to lower their clients' tax bills.

By Greg Iacurci
Retirement income innovations aim to ease longevity's strain on assets
RETIREMENT PLANNING SEP 10, 2015
Retirement income innovations aim to ease longevity's strain on assets

Planning for the spend-down phase more important than ever given the longer time horizon

By Liz Skinner
RETIREMENT PLANNING SEP 09, 2015
How late-life remarriages complicate Social Security benefits

Matters can get complicated when a new spouse enters the picture.

By Mary Beth Franklin
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets
OPINION SEP 09, 2015
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets

It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

By Michelle Canerday and Robert Gerber
RETIREMENT PLANNING SEP 08, 2015
Social Security tip: Don't file early unless absolutely necessary

Study finds a third of people who file early for benefits had enough assets in IRAs to make up for two years of Social Security checks.

By Bloomberg
RETIREMENT PLANNING SEP 08, 2015
5 ways to make sure family runs your company in the future

How business owners can prepare themselves now for eventually handing over the reins to their successors.

By Steve Faulkner