Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING AUG 27, 2014
Anna Nicole Smith's estate battle is going strong

No premature endings: the story of the stripper and the oli tycoon continues after 19 years

By Danielle and Andy Mayoras
RETIREMENT RETIREMENT PLANNING AUG 27, 2014
The 401(k) retirement complex: Retooling Americans' nest egg

Jerry Schlichter says 401(k)s — and the 401(k) retirement complex — need to retool so they work primarily in the best interests of American savers.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 25, 2014
Want to escape taxes, privacy laws? Try Monaco

With a $400 billion penthouse on offer, the principality is increasingly popular among the uber wealthy.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 25, 2014
For (almost) every rule there are exceptions

There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Why postponing Social Security benefits makes more sense now

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Everyone's talking about postponing Social Security benefits

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
What grabbed InvestmentNews readers this week

A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.

By lkonish
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
DOL eyes brokerage windows in 401(k) plans

The agency's request for more information on the choices and disclosures available to participants could set the stage for new rule making.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Minimum Social Security benefit protects survivors

Widow's benefit could be larger than deceased spouse's reduced amount.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Wife's unexpected death draws Social Security questions

Widower wonders whether he should change claiming plans.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

By Mary Beth Franklin
RETIREMENT RIAS AUG 21, 2014
Traditional advisory firm hammers out deal with robo-adviser

Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.

By Joyce Hanson
RETIREMENT RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 19, 2014
Great-West names leaders for new retirement organization

The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 19, 2014
Signs you have a spoiled 23-year-old on your hands

Successful children of wealthy parents had support -- but within limits, a new book finds.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 19, 2014
Female clients' unique approach to investing

Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140817/WOMEN&quot;>The Women and Investing special report</a></b></i>

By Liz Skinner
RETIREMENT RETIREMENT PLANNING AUG 18, 2014
Why are retirees fleeing New York?

More than a fifth of people collecting state and local pensions apparently apparently have moved out -- a third of them to Florida.

By by Greg David, Crain's New York
RETIREMENT EQUITIES AUG 18, 2014
Who's risk averse? Not Millennials

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 17, 2014
1.5 million workers may not get Social Security benefits after all

Public employees, including some schoolteachers, are affected by offset regulations

By Mary Beth Franklin