Retirement Planning

Displaying 7962 results
EQUITIES OCT 19, 2014
How leverage led the market sell-off

Monday's <i>Breakfast with Benjamin:</i> How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.

By Jeff Benjamin
RETIREMENT PLANNING OCT 15, 2014
Casey Kasem is still not buried: a lesson in preplanning

Fights often arise when there are second families; even if peace reigns, putting your wishes on paper alleviates stress

By Bloomberg
3 risk-related reasons to put off claiming Social Security
RETIREMENT PLANNING OCT 15, 2014
3 risk-related reasons to put off claiming Social Security

The choice of when and how to claim Social Security benefits can affect the three biggest financial risks that retirees encounter.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 14, 2014
Manage your passion assets and minimize taxes

Tips for passing your valuable collection on without sparking a feud or drawing Uncle Sam's ire

By David Ringold
The $150,000 retirement decision
RETIREMENT PLANNING OCT 13, 2014
The $150,000 retirement decision

Only 5% of retirees claim past 67. But taking your Social Security benefits later can offset threats of longevity, inflation, markets downturns.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 12, 2014
Inflation, rates and retirement income: A primer

Economist Robert J. Froehlich runs down the outlook

By InvestmentNews
RIA NEWS OCT 10, 2014
Earnings season shapes up as the next test for the markets

Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.

By Jeff Benjamin
RETIREMENT PLANNING OCT 10, 2014
How gay couples can act on Social Security benefits now

Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 09, 2014
Public pensions put Pimco on watch after Gross exit

Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.

By Pensions &amp; Investments
Some earnings don't reduce Social Security benefits
RETIREMENT PLANNING OCT 08, 2014
Some earnings don't reduce Social Security benefits

Bonuses, vacation pay and commissions don't count toward earnings test, but book royalties do.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 08, 2014
Supreme Court to consider workers' rights to sue 401(k) plans

Workers could have more power to hold plans accountable for excessive fees, depending on how the court rules on a key case next year.

By Bloomberg
RETIREMENT PLANNING OCT 08, 2014
IRS shifts course with new rollover distribution rule

The latest guidance from the IRS allows workers to roll over certain retirement money tax-free.

By Darla Mercado
RETIREMENT PLANNING OCT 07, 2014
Ex-Ameriprise adviser pleads guilty to stealing nearly $1 million

Susan Walker admitted to accusations she used $980,000 of client assets to pay for personal expenses, including vacations and private school tuition.

By Mason Braswell
RETIREMENT PLANNING OCT 07, 2014
AIG promotes Peter Hancock to CEO, replacing Benmosche

After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.

By Gregory Crawford
RETIREMENT PLANNING OCT 06, 2014
Could this app get your spending under control?

Study finds that users spent 15.7% less when tracking dollars with a mobile app.

By Joyce Hanson
RETIREMENT PLANNING OCT 06, 2014
How public employees can get around Social Security restrictions

Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 06, 2014
How public employees can get around Social Security restrictions

Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 06, 2014
Social Security cost-of-living adjustments projected to increase slightly in 2015

Typical expenses continue to outpace annual benefit hikes.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 05, 2014
Learning how to handle stressed clients

Deal with clients at tense moments in their lives requires first-hand experience

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 03, 2014
How to make the 401(k) cash pile last for life

The hard questions: Spend now to enjoy healthy years and risk running out of money? Or scrimp today for a tomorrow that may never come -- or come only when you're too infirm to savor it?

By Bloomberg