Retirement Planning

Displaying 7912 results
RETIREMENT RETIREMENT PLANNING NOV 14, 2014
Do you really need long-term care insurance?

New study offers a more accurate estimate of nursing home stays and shows which consumers benefit

By Bloomberg
RETIREMENT EQUITIES NOV 14, 2014
Prolific U.S. oil production raises questions about a new tipping point

Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING NOV 12, 2014
Crash course in Social Security 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
RETIREMENT RETIREMENT PLANNING NOV 12, 2014
ARCP delays third-quarter earnings report

American Realty Capital Properties wins approval from creditors for postponement of reporting its third-quarter financial statements until Jan. 5.

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING NOV 12, 2014
Supreme Court case could shake up union retiree benefits

For advisers, it's time to get familiar with the terms under which union employees receive health care.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING NOV 11, 2014
Republicans expected to tackle retirement issues in 2015

Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING NOV 11, 2014
Promise of ACA's small business initiative falls flat

By Carolyn McClanahan
RETIREMENT RETIREMENT PLANNING NOV 10, 2014
97% of women make this Social Security mistake

As life spans lengthen, it's more important than ever to get your claiming decisions right

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 10, 2014
How grandparents can help keep college debt down

Three planning tools to minimize student loans

By Kimberly Clouse
RETIREMENT RETIREMENT PLANNING NOV 10, 2014
The new Congress is likely to duck Social Security reform

A recent poll finds Americans are willing to pay more to preserve the program.

By Mary Beth Franklin
RETIREMENT RIAS NOV 10, 2014
Lawsuit against Financial Engines a red flag for plan sponsors

Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING NOV 09, 2014
New Congress is unlikely to tackle Social Security reform

It'll be nearly 20 years before the trust fund runs out of surplus

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 07, 2014
Social Security cost-of-living adjustment to rise less than 2% again in 2015

Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING NOV 07, 2014
With Medicare signup coming soon, tax bracket management strategies can help clients save

Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

By Darla Mercado
RETIREMENT EQUITIES NOV 06, 2014
John Hancock pushes for liquid alts in retirement plans

<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING NOV 06, 2014
GOP Senate win gives it the clout to change Obamacare

With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING NOV 06, 2014
Get out your calculators: Social Security tax rules are a mind-bender

Stealth tax subject to complicated three-part test.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 04, 2014
Social Security's mind-bending stealth tax

More retirees are rising above the tax-triggering income threshold due to cost-of-living increases

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 04, 2014
Treasury, IRS OK annuities in 401(k) target date funds

Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING NOV 03, 2014
Oscars shine light on Alzheimer's and its costs

This disease may be on of the biggest financial events in your family's life.

By Liz Skinner