Retirement Planning

Displaying 7962 results
The hazards of securities-based lending as a source of retirement income
RETIREMENT PLANNING FEB 12, 2015
The hazards of securities-based lending as a source of retirement income

Hold onto your hats and proceed with caution.

By Darla Mercado
Why President Obama's estate tax proposal is a big deal
RETIREMENT PLANNING FEB 12, 2015
Why President Obama's estate tax proposal is a big deal

The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.

By Robert N. Gordon
RETIREMENT PLANNING FEB 11, 2015
How does the tax code affect you? Here's your chance to help change it.

Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.

By Mark Schoeff Jr.
Longer life expectancies are killing pension funds
RETIREMENT PLANNING FEB 11, 2015
Longer life expectancies are killing pension funds

<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid

By Jeff Benjamin
Declining marriage rates present a planning conundrum for long-term couples
RETIREMENT PLANNING FEB 11, 2015
Declining marriage rates present a planning conundrum for long-term couples

Protection takes precedence for committed couples who won't get hitched.

By Darla Mercado
Obama's retirement cap might sound good but it has an annuity problem
RETIREMENT PLANNING FEB 11, 2015
Obama's retirement cap might sound good but it has an annuity problem

When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net

By Bloomberg
RETIREMENT PLANNING FEB 11, 2015
Beware financial planners who deliver less than advertised

A third of investors in one study weren't given the help they sought, and less than 10% got advice on taxes, estate planning, education planning, debt management or personal budgeting.

By Mark Schoeff Jr.
DOL fiduciary rule stalls again as brokerage industry makes last-minute push against it
RETIREMENT PLANNING FEB 10, 2015
DOL fiduciary rule stalls again as brokerage industry makes last-minute push against it

The Labor Department's proposal to impose a fiduciary standard on retirement advisers has stalled as the brokerage industry makes one more, eleventh-hour bid to change it.

By Mark Schoeff Jr.
No charitable IRA rollover, no problem. Consider the charitable alt-IRA
RETIREMENT PLANNING FEB 09, 2015
No charitable IRA rollover, no problem. Consider the charitable alt-IRA

What if you could do something similar to a charitable IRA rollover now, with more clients qualifying, fewer downsides and numerous advantages?

By Andrew Hibel
Taxes might not be the main reason U.S. companies are relocating overseas
RETIREMENT PLANNING FEB 09, 2015
Taxes might not be the main reason U.S. companies are relocating overseas

<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

By Jeff Benjamin
Art investors in a tizzy over a flood of Picassos
EQUITIES FEB 09, 2015
Art investors in a tizzy over a flood of Picassos

<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.

By Jeff Benjamin
RETIREMENT PLANNING FEB 09, 2015
Investigate Social Security claiming tools for free

When considering a Social Security software program, make sure it covers all of your potential client profiles.

By Mary Beth Franklin
FSI to help member firms provide health care benefits
RETIREMENT PLANNING FEB 06, 2015
FSI to help member firms provide health care benefits

The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz

By InvestmentNews
The battle for your clients' retirement dollars
EQUITIES FEB 06, 2015
The battle for your clients' retirement dollars

<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%

By Jeff Benjamin
RETIREMENT PLANNING FEB 05, 2015
What would happen if you just ... didn't pay your taxes?

You won't go to jail. Otherwise, the reality is pretty unpleasant.

By Bloomberg
Despite strong estate planning, Robin Williams' wife takes family to court
RETIREMENT PLANNING FEB 05, 2015
Despite strong estate planning, Robin Williams' wife takes family to court

Mixed families often squabble; the beloved comedian's children and third wife are in court.

By Andy and Danielle Mayoras, Guest Columnists
Social Security reaches 75th anniversary of first monthly retirement check
RETIREMENT PLANNING FEB 05, 2015
Social Security reaches 75th anniversary of first monthly retirement check

Retirement benefits underscore the value of lifetime income, inflation protection.

By Mary Beth Franklin
Ed Slott, Ed Slott & Co.
RETIREMENT PLANNING FEB 04, 2015
Ed Slott, Ed Slott & Co.

Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.

By InvestmentNews
RETIREMENT PLANNING FEB 03, 2015
How to earn an 8% raise each year in your 60s

Investing legend Charley Ellis offers clear advice for near-retirees about how long to work and when to collect Social Security.

By Charles D. Ellis, Guest Contributor
How to get workers to chip in more money toward HSAs
RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

By Darla Mercado