Retirement Planning

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RETIREMENT PLANNING FEB 27, 2015
Rents are rising, but are the tax headaches worth it?

A primer on the costs of becoming a landlord.

By Darla Mercado
RETIREMENT PLANNING FEB 27, 2015
Genworth Financial struggling under the weight of long-term care costs

Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.

By Bloomberg
RETIREMENT PLANNING FEB 27, 2015
Income from rental properties requires careful tax planning

Second homes can provide good income, but are clients ready for the tax filing and landlord burden?

By Darla Mercado
Oscars shine light on Alzheimer's costs
RETIREMENT PLANNING FEB 27, 2015
Oscars shine light on Alzheimer's costs

Financial advisers can help clients take early steps to plan for the progressive disease.

By Liz Skinner
House set to vote on making tax breaks for IRA charitable donations permanent
RETIREMENT PLANNING FEB 27, 2015
House set to vote on making tax breaks for IRA charitable donations permanent

Advisers are hopeful that the House will approve making tax breaks for IRA charitable donations permanent, but are trying to keep expectations low.

By Mark Schoeff Jr.
Meet the 529 ABLE account: A new way to save for disabled beneficiaries
RETIREMENT PLANNING FEB 26, 2015
Meet the 529 ABLE account: A new way to save for disabled beneficiaries

Clients with disabled children get a new vehicle

By Darla Mercado
RETIREMENT PLANNING FEB 26, 2015
Should you use prepaid college tuition plans?

As more schools sign on, the guarantees and tuition cost savings grow more attractive.

By Liz Skinner
RETIREMENT PLANNING FEB 25, 2015
SIFMA claims White House figures on DOL rule flawed

A new paper by the organization concludes $17 billion estimate of lost retirement savings not substantiated.

By Liz Skinner
401(k) challenge: Plugging plan leakage when workers change jobs
RETIREMENT PLANNING FEB 25, 2015
401(k) challenge: Plugging plan leakage when workers change jobs

Improved 401(k) plan features have proven successful, but a big challenge remains: how to plug the leakage in plan assets when workers switch jobs.

By Mary Beth Franklin
COVID-19: Standing at the crossroads of health and wealth
RETIREMENT PLANNING FEB 24, 2015
COVID-19: Standing at the crossroads of health and wealth

Joe Boan of Transamerica joins Mary Beth Franklin to discuss how challenges of a public health pandemic and its devastating impact on our economy will impact advisers, clients and their nest egg.

By InvestmentNews
RETIREMENT PLANNING FEB 24, 2015
New areas for 401(k) lawsuits emerge

A new array of developing legal risks awaits unwary retirement plans and their advisers.

By Darla Mercado
Who needs a cash balance plan? Not just New Jersey
RETIREMENT PLANNING FEB 24, 2015
Who needs a cash balance plan? Not just New Jersey

A tussle over public pensions has thrust these defined-benefit plans into the spotlight.

By Darla Mercado
RETIREMENT PLANNING FEB 24, 2015
How your financial adviser can screw up your retirement, legally

Obama administration aims to raise standards for advice brokers give

By Bloomberg
RETIREMENT PLANNING FEB 24, 2015
Tax troubles of the rich and famous

What do Chris Tucker and Willie Nelson have in common? The comedian and the singer have both had run-ins with the IRS.

By Bloomberg
Lockheed Martin to pay $62 million settlement in 401(k) fee suit
RETIREMENT PLANNING FEB 24, 2015
Lockheed Martin to pay $62 million settlement in 401(k) fee suit

Plaintiffs claimed defense contractor breached fiduciary duty, mismanaged funds.

By Darla Mercado
EQUITIES FEB 23, 2015
The new world for oil is a manageable $65 a barrel

<b>Breakfast with Benjamin:</b> Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.

By Jeff Benjamin
RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

By Trevor Hunnicutt
Fidelity records massive profit, despite fund outflows
RIA NEWS FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 23, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

By Darla Mercado