Retirement Planning

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DOL head says fiduciary standard will happen
RIA NEWS MAR 12, 2015
DOL head says fiduciary standard will happen

Secretary Perez has confidence his agency will complete work on the rule before Obama's term ends.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 12, 2015
Could the ugly feud over Saints' Tom Benson happen in your family?

Competency hearings and splits in the family are more common than you may realize.

By Bloomberg
SEC's White sidesteps direction for fiduciary duty
RIA NEWS MAR 12, 2015
SEC's White sidesteps direction for fiduciary duty

SEC chairwoman says she will push the agency this year to make a decision on whether to raise investment advice standards for brokers but once again declined to provide a timeline.

By Mark Schoeff Jr.
Obama's proposed budget lets unemployed workers drain their retirement savings
RETIREMENT PLANNING MAR 11, 2015
Obama's proposed budget lets unemployed workers drain their retirement savings

<i>Breakfast with Benjamin</i>: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.

By Jeff Benjamin
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

By Jeff Benjamin
Intra-family loans: Not your ordinary wealth transfer strategy
RETIREMENT PLANNING MAR 06, 2015
Intra-family loans: Not your ordinary wealth transfer strategy

The formal agreements are another way to take advantage of low interest rates

By Darla Mercado
Company stock fading in 401(k) plans
RETIREMENT PLANNING MAR 06, 2015
Company stock fading in 401(k) plans

Knowledge about diversification, restrictions and concern about lawsuits drive decline.

By Robert Steyer
Social Security: Not such a great deal after all
RETIREMENT PLANNING MAR 05, 2015
Social Security: Not such a great deal after all

Payroll tax contributions exceed lifetime benefits for most workers.

By Mary Beth Franklin
No end in sight to increasing cost of long-term care insurance
RETIREMENT PLANNING MAR 05, 2015
No end in sight to increasing cost of long-term care insurance

The high price of elder care, longer life spans of retirees and persistently low interest rates are wreaking havoc in this corner of the insurance business.

By Bloomberg
Social Security's negative returns
RETIREMENT PLANNING MAR 05, 2015
Social Security's negative returns

Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1204&quot; target=&quot;_blank&quot;>answer advisers' questions on Social Security</a> today at 4 p.m.)</i>

By Mary Beth Franklin
House approves bill easing 529 plan rules
RETIREMENT PLANNING MAR 05, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

By Liz Skinner
RETIREMENT PLANNING MAR 05, 2015
Obama backs off idea to cut 529 college savings plan

Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

By Bloomberg
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
RIA NEWS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

By Jeff Benjamin
Cash-heavy mutual funds take downside protection to the extreme
EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

By Jeff Benjamin
Will European easing sideline a Fed rate hike?
RIA NEWS MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

By Jeff Benjamin
EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin
EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

By Michael Russo
RETIREMENT PLANNING MAR 01, 2015
Demand for socially responsible investing options in 401(k)s on the rise

Money managers say more participants want to link retirement savings to values.

By Liz Skinner
RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

By Jeff Benjamin