Retirement Planning

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RETIREMENT PLANNING FEB 24, 2015
How your financial adviser can screw up your retirement, legally

Obama administration aims to raise standards for advice brokers give

By Bloomberg
RETIREMENT PLANNING FEB 24, 2015
Tax troubles of the rich and famous

What do Chris Tucker and Willie Nelson have in common? The comedian and the singer have both had run-ins with the IRS.

By Bloomberg
Lockheed Martin to pay $62 million settlement in 401(k) fee suit
RETIREMENT PLANNING FEB 24, 2015
Lockheed Martin to pay $62 million settlement in 401(k) fee suit

Plaintiffs claimed defense contractor breached fiduciary duty, mismanaged funds.

By Darla Mercado
EQUITIES FEB 23, 2015
The new world for oil is a manageable $65 a barrel

<b>Breakfast with Benjamin:</b> Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.

By Jeff Benjamin
RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

By Trevor Hunnicutt
Fidelity records massive profit, despite fund outflows
RETIREMENT PLANNING FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 23, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

By Darla Mercado
How to better estimate life expectancy
OPINION FEB 22, 2015
How to better estimate life expectancy

Gauging how long your clients will live has major consequences for retirement planning.

By David Blanchett
Social Security rules for divorced public employees
RETIREMENT PLANNING FEB 20, 2015
Social Security rules for divorced public employees

Benefit reductions apply only to workers who did not pay FICA taxes.

By Mary Beth Franklin
Solutions to key challenges of modern retirement
RETIREMENT PLANNING FEB 20, 2015
Solutions to 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
The case for automatic IRAs
RETIREMENT PLANNING FEB 20, 2015
The case for automatic IRAs

Opposing state efforts to roll out auto retirement plans is disappointing at the least.

By Gregory Crawford
RETIREMENT PLANNING FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2015
Mr. Cub's will lists caregiver as sole heir, sparking court battle

Central questions, as in many such cases, will be whether Ernie Banks was of sound mind

By Danielle and Andy Mayoras, Guest Contributors
RETIREMENT PLANNING FEB 19, 2015
A crash course on Social Security benefits for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
RETIREMENT PLANNING FEB 18, 2015
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

By Darla Mercado
EQUITIES FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
Testing Social Security 'what if' scenarios
RETIREMENT PLANNING FEB 18, 2015
Testing Social Security 'what if' scenarios

Advisers ask what happens to benefits when clients retire before 62.

By Mary Beth Franklin
Discover your own freedom threshold in retirement
RETIREMENT PLANNING FEB 17, 2015
Discover your own freedom threshold in retirement

Downsizing is a myth, one study finds: A third of retirees bought bigger houses.

By Mary Beth Franklin
Boomers' unique spin on retirement housing
RETIREMENT PLANNING FEB 17, 2015
Boomers' unique spin on retirement housing

Discovering a freedom threshold and dispelling the downsizing myth

By Mary Beth Franklin