Retirement Planning

Displaying 7962 results
How to better estimate life expectancy
OPINION FEB 22, 2015
How to better estimate life expectancy

Gauging how long your clients will live has major consequences for retirement planning.

By David Blanchett
Social Security rules for divorced public employees
RETIREMENT PLANNING FEB 20, 2015
Social Security rules for divorced public employees

Benefit reductions apply only to workers who did not pay FICA taxes.

By Mary Beth Franklin
Solutions to key challenges of modern retirement
RETIREMENT PLANNING FEB 20, 2015
Solutions to key challenges of modern retirement

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

By Mary Beth Franklin
The case for automatic IRAs
RETIREMENT PLANNING FEB 20, 2015
The case for automatic IRAs

Opposing state efforts to roll out auto retirement plans is disappointing at the least.

By Gregory Crawford
RETIREMENT PLANNING FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2015
Mr. Cub's will lists caregiver as sole heir, sparking court battle

Central questions, as in many such cases, will be whether Ernie Banks was of sound mind

By Danielle and Andy Mayoras, Guest Contributors
RETIREMENT PLANNING FEB 19, 2015
A crash course on Social Security benefits for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
RETIREMENT PLANNING FEB 18, 2015
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

By Darla Mercado
RIA NEWS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
Testing Social Security 'what if' scenarios
RETIREMENT PLANNING FEB 18, 2015
Testing Social Security 'what if' scenarios

Advisers ask what happens to benefits when clients retire before 62.

By Mary Beth Franklin
Discover your own freedom threshold in retirement
RETIREMENT PLANNING FEB 17, 2015
Discover your own freedom threshold in retirement

Downsizing is a myth, one study finds: A third of retirees bought bigger houses.

By Mary Beth Franklin
Boomers' unique spin on retirement housing
RETIREMENT PLANNING FEB 17, 2015
Boomers' unique spin on retirement housing

Discovering a freedom threshold and dispelling the downsizing myth

By Mary Beth Franklin
Six apps to help you save on taxes
RETIREMENT PLANNING FEB 17, 2015
Six apps to help you save on taxes

Put down your box of receipts and check out these tools.

By Darla Mercado
Defined contribution plans doubled asset growth of pensions in 2014
RETIREMENT PLANNING FEB 17, 2015
Defined contribution plans doubled asset growth of pensions in 2014

Annual survey by Pensions &amp; Investments finds DC plans gained 12.8% last year, driven mostly by market gains.

By Rob Kozlowski
RETIREMENT PLANNING FEB 17, 2015
When to disenroll from Medicare

If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles

By Katy Votava
How to best minimize taxes during retirement
RETIREMENT PLANNING FEB 16, 2015
How to best minimize taxes during retirement

Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 13, 2015
MetLife gets back in the variable-annuity-with-living-benefits game

Guaranteed lifetime withdrawal benefits are back

By Darla Mercado
RETIREMENT PLANNING FEB 12, 2015
The art and science of longevity

Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.

By Andrew Leigh
RETIREMENT PLANNING FEB 12, 2015
The dangers of art investing

One artist's precipitous fall is a reminder that art can be a fundamentally fickle asset. So, buy it because you love it.

By Bloomberg
In target date funds, performance starts to trump risk management as assets balloon
EQUITIES FEB 12, 2015
In target date funds, performance starts to trump risk management as assets balloon

Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

By Jeff Benjamin