Retirement Planning

Displaying 8353 results
Advisers blanch at Rubio cashing out 401(K)
RETIREMENT PLANNING MAY 19, 2015
Advisers blanch at Rubio cashing out 401(K)

Though most say it is never a good idea to take early distributions, the presidential hopeful should be in a better position than most to recover.

By Mark Schoeff Jr.
Late-in-life children can tangle your finances. Here are four rules to help.
RETIREMENT PLANNING MAY 19, 2015
Late-in-life children can tangle your finances. Here are four rules to help.

Put retirement savings ahead of college; if you're older, you have less room for error, and you need to take care of yourself first.

By Bloomberg
Slow start to Obama's grand 'MyRA' retirement savings program
RETIREMENT PLANNING MAY 19, 2015
Slow start to Obama's grand 'MyRA' retirement savings program

Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.

By Bloomberg
Help investors plug the $24 billion retirement savings leak
RETIREMENT PLANNING MAY 18, 2015
Help investors plug the $24 billion retirement savings leak

Workers forfeit an estimated $24 billion a year by not contributing enough money to their 401(k) plans to capture their employer's full match.

By Mary Beth Franklin
How to become a more valued retirement plan adviser
RETIREMENT PLANNING MAY 18, 2015
How to become a more valued retirement plan adviser

Employers are looking to discuss the specific needs of plan participants, which will eventually lead to solutions you can offer.

By Megan Yost
RETIREMENT PLANNING MAY 17, 2015
From elder planning to implementation

Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement

By MFXFeeder
Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets
RETIREMENT PLANNING MAY 15, 2015
Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets

With pension closed, options include lump-sum distribution, annuity, 401(k) or IRA.

By Mark Schoeff Jr.
Medicare becoming a bigger piece of retirement planning for advisers
RETIREMENT PLANNING MAY 14, 2015
Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

By Darla Mercado
RETIREMENT PLANNING MAY 13, 2015
How will Medicare travel with you this summer?

Prepare for that <i>bon voyage</i> by finding out how you can use Medicare while traveling.

By Katy Votava
RETIREMENT PLANNING MAY 13, 2015
How will Medicare coverage travel with clients this summer?

Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.

By Katy Votava
B.B. King's family fight sheds light on power of attorney's role
RETIREMENT PLANNING MAY 13, 2015
B.B. King's family fight sheds light on power of attorney's role

Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.

By Andy and Danielle Mayoras, Guest Columnists
RETIREMENT PLANNING MAY 13, 2015
Missed Social Security claiming opportunity costs client more than $29,000

Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?

By Mary Beth Franklin
How gamification can help get clients to plan for retirement
OPINION MAY 12, 2015
How gamification can help get clients to plan for retirement

People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.

By Carolyn Nees
RETIREMENT PLANNING MAY 12, 2015
No excuse for small companies' lousy 401(k)s anymore

A shocking number of plans still charge more than 2% in fees, but technology is changing the game.

By Bloomberg
Elder care needs will transform advice industry
RETIREMENT PLANNING MAY 12, 2015
Elder care needs will transform advice industry

Demand will shift from retirement income to housing and care issues.

By Mary Beth Franklin
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule
RETIREMENT PLANNING MAY 12, 2015
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule

House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.

By Mark Schoeff Jr.
Employees losing a whopping $24B in retirement savings
RETIREMENT PLANNING MAY 11, 2015
Employees losing a whopping $24B in retirement savings

The typical worker forfeits $1,336 a year in lost 401(k) employer matches. Are you one of them?

By Mary Beth Franklin
RETIREMENT PLANNING MAY 11, 2015
Rich kids of Instagram: Is an inheritance a blessing or a curse?

How do you instill values in your children so that even the most privileged work for the benefit of their families and others?

By Bloomberg
RETIREMENT PLANNING MAY 10, 2015
Secrets to surviving a rising rate environment

Adding a mix of nontraditional investments to fixed-income holdings can help.

By Christopher D. Long
RETIREMENT PLANNING MAY 07, 2015
Four retirement mistakes investors are making now

Once, these moves might have been seen as wise. But the environment has changed.

By Bloomberg