Retirement Planning

Displaying 7962 results
How one single woman can collect three types of Social Security benefits
RETIREMENT PLANNING DEC 07, 2014
How one single woman can collect three types of Social Security benefits

How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.

By Mary Beth Franklin
OPINION DEC 07, 2014
How to help clients navigate the choppy HSA waters

Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

By Peter Stahl
RETIREMENT PLANNING DEC 05, 2014
Madoff aide sentenced to 10 years

Daniel Bonventre, who ran Mr. Madoff's broker-dealer for almost 40 years, received half the minimum time prosecutors sought in the case.

By Bloomberg
RETIREMENT PLANNING DEC 05, 2014
Are you ready to answer these 6 retirement questions?

Here are a few retirement questions financial advisers should prepare for clients to ask.

By Bloomberg
RETIREMENT PLANNING DEC 04, 2014
How to avoid a tidal wave of taxes from IRAs

Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

By Darla Mercado
RETIREMENT PLANNING DEC 04, 2014
Celebrity stories to spark real talk about money this holiday

From Casey Kasem to Sir Mick to Robin Williams, their estate planning successes and failures offer lessons for everyone

By by Danielle and Andy Mayoras, Guest Contributors
The six most important questions before you retire
RETIREMENT PLANNING DEC 04, 2014
The six most important questions before you retire

Most people don't take the time to envision what their lives will look like, post-paycheck

By Justin Morgan
RETIREMENT PLANNING DEC 03, 2014
401(k) plan costs decline as indexing increases

Biggest impact felt by employees in largest and smallest plans; they see drops of more than 10%

By Robert Steyer
RETIREMENT PLANNING DEC 03, 2014
401(k) plan costs decline as indexing becomes more popular

Biggest impact felt by largest and smallest plans.

By Robert Steyer
RETIREMENT PLANNING DEC 03, 2014
Retirement plan contribution limits for tax year 2015 bring new opportunities

Higher limitations for contributions gives advisers a chance to remind clients to save.

By Richard Behrendt
EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
RETIREMENT PLANNING DEC 02, 2014
How children reap the benefits of Social Security

Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.

By Mary Beth Franklin
How children can reap the benefits of Social Security
RETIREMENT PLANNING DEC 02, 2014
How children can reap the benefits of Social Security

When a parent retires, becomes disabled or dies, children can collect benefits.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 01, 2014
The Russian collapse puts some 401(k)s in danger

Some emerging-markets funds are invested in oil-driven economy.

By Bloomberg
RETIREMENT PLANNING DEC 01, 2014
Advisers must help clients decide how HSAs fit in their plans

Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.

By Andrew Leigh
EQUITIES DEC 01, 2014
Corporate bonds fly off the shelves ahead of looming rate hikes

Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).

By Jeff Benjamin
RETIREMENT PLANNING DEC 01, 2014
The 401(k) gender gap widens

But which gender is saving more? The answer may surprise you.

By Bloomberg
Delayed retirement reduces health care costs
RETIREMENT PLANNING DEC 01, 2014
Delayed retirement reduces health care costs

Working beyond Medicare age can save thousands per year.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

By Michael Conrath
RETIREMENT PLANNING NOV 30, 2014
Why millennials need estate planning too

Four steps you should take in your 20s and 30s

By Darla Mercado