Retirement Planning

Displaying 7913 results
RETIREMENT RIAS AUG 15, 2014
REITs, RIA regulation, retirement planning and risk grab advisers' attention

<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.

By Andrew Leigh
RETIREMENT RETIREMENT PLANNING AUG 14, 2014
Never charged, Bernie Madoff's son leaves more than $15M

Andrew Madoff, the son of the convicted Ponzi schemer, lists $11M in personal property and $4.5M in improved real property.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 14, 2014
How Robin Williams' estate plan aimed to protect his family

The comedian apparently used sophisticated estate planning techniques to provide for his children.

By Danielle and Andy Mayoras
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind
RETIREMENT RETIREMENT PLANNING AUG 14, 2014
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

By Darla Mercado
RETIREMENT RIAS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING AUG 12, 2014
Vanguard passes Fidelity to become No. 1 in 401(k) assets

Stock market rally in 2013 helped boost numbers; Fidelity remains tops in 401(k) recordkeeping assets.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Social Security: What professional women need to know

The right claiming strategy can significantly increase lifetime benefits

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

By Minda Smiley
RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Retirement savers' fund fees move lower: ICI

A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower &#8212; but investors still may not be getting a good deal.

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING AUG 10, 2014
401(k) fiduciary breach lawsuit heads to the Supreme Court

Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 10, 2014
Lockheed Martin retirement plan case gets trial date

Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 08, 2014
An unexpected death brings Social Security questions

One question to ask: After the death of a spouse, are you goals still the same for your monthly benefit?

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 08, 2014
This week's top stories for advisers

By Andrew Leigh
RETIREMENT RETIREMENT PLANNING AUG 08, 2014
Little has changed in health of Social Security system

Projected shortfalls still a concern in updated report

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 08, 2014
Secrets for getting high earners to save more through retirement plans

These retirement plan designs can help highly-paid employees sock away more for retirement and reduce their tax burden

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 08, 2014
Can an adviser affiliated with an insurance company be fee only? Yes.

State rules on insurance affiliation complicate fee-only status for some CFPs.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 07, 2014
Obama encourages statewide retirement plans

President directs Department of Labor to propose rules by the end of the year to provide a &#8220;clear path&#8221; for states.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 07, 2014
The case against state-run retirement plans

By Dale E. Brown
RETIREMENT RETIREMENT PLANNING AUG 07, 2014
The rise of the wealthy woman

Women are expected to control two-thirds of the nation's wealth by 2030. Here are some of the surprising facts about the way they use their money.

By Christine Gaze