Retirement Planning

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RETIREMENT PLANNING JAN 12, 2015
Finding solutions to the key challenges of modern retirement

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

By Mary Beth Franklin
Hedge fund employees enjoy the fruits of their labor
EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

By Jeff Benjamin
Social Security's special tax rule for repaying benefits
RETIREMENT PLANNING JAN 12, 2015
Social Security's special tax rule for repaying benefits

Amount of repayment determines method.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 12, 2015
Powerful GOP senator to defend retirement tax incentives

Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.

By Mark Schoeff Jr.
Your next client? Meet the six-figure skilled laborer
RETIREMENT PLANNING JAN 11, 2015
Your next client? Meet the six-figure skilled laborer

Advisers: There's a client market where your help is sorely needed &#8212; it's called skilled labor, and it could see a bump in the ranks.

By Darla Mercado
Key Supreme Court case leaves union retiree health care benefits up in the air
RETIREMENT PLANNING JAN 09, 2015
Key Supreme Court case leaves union retiree health care benefits up in the air

Don't assume retiree health care benefits provided by companies are forever.

By Darla Mercado
Slow start to Obama's grand 'MyRA' retirement savings program
RETIREMENT PLANNING JAN 09, 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
Nobody can accuse Bill Gross of not eating his own cooking
EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
RETIREMENT PLANNING JAN 09, 2015
How Social Security cost-of-living adjustments change benefits this year

Retiree benefits increase and so do taxes for high-income workers.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 09, 2015
The 401(k) gender gap: Women are saving more than men

Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

By Bloomberg
IRS budget cuts mean fewer audits, delayed refunds
RETIREMENT PLANNING JAN 08, 2015
IRS budget cuts mean fewer audits, delayed refunds

'A devastating erosion of service' at the agency over the past five years, according to the national taxpayer advocate

By Bloomberg
Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

By Darla Mercado
That first interest rate hike might feel like a doozy
EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin
RETIREMENT PLANNING JAN 08, 2015
'Longevity' in annuities could be the big 2015 focus

New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.

By Darla Mercado
RETIREMENT PLANNING JAN 07, 2015
Surprising factor in women's retirement decision: grandchildren

Considering taking time off to help? Leaving the workforce early carries higher costs than you may realize.

By Bloomberg
RETIREMENT PLANNING JAN 06, 2015
Investors' interest in tax-exempt municipal bonds rises with tax rates

But avoid high-grade bonds on the short to intermediate part of the yield curve.

By John Loffredo
Global markets fixate on China's currency play
EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

By Jeff Benjamin
Bond fund managers bravely approach beaten down energy debt
EQUITIES JAN 06, 2015
Bond fund managers bravely approach beaten down energy debt

On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.

By Jeff Benjamin
EQUITIES JAN 05, 2015
The best- and worst-performing target date funds

The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.

By Bloomberg
RETIREMENT PLANNING JAN 05, 2015
$47M in retirement pay for CEO as crisis spreads for average Americans

Target chief's package a stark contrast to still-working retiree living on $1,000 a month

By Bloomberg