Retirement Planning

Displaying 8298 results
EQUITIES NOV 06, 2014
John Hancock pushes for liquid alts in retirement plans

<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

By Jeff Benjamin
RETIREMENT PLANNING NOV 06, 2014
GOP Senate win gives it the clout to change Obamacare

With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

By Liz Skinner
RETIREMENT PLANNING NOV 06, 2014
Get out your calculators: Social Security tax rules are a mind-bender

Stealth tax subject to complicated three-part test.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 04, 2014
Social Security's mind-bending stealth tax

More retirees are rising above the tax-triggering income threshold due to cost-of-living increases

By Mary Beth Franklin
RETIREMENT PLANNING NOV 04, 2014
Treasury, IRS OK annuities in 401(k) target date funds

Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 03, 2014
Oscars shine light on Alzheimer's and its costs

This disease may be on of the biggest financial events in your family's life.

By Liz Skinner
RETIREMENT PLANNING NOV 03, 2014
Forget empty nests: more parents cope with full ones

By Liz Skinner
RETIREMENT PLANNING NOV 03, 2014
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

By Jeff Benjamin
RETIREMENT PLANNING NOV 02, 2014
Wrangling clients' health care costs in retirement

Advisers are turning to various services to estimate the unknowable in retirement

By Darla Mercado
RETIREMENT PLANNING OCT 31, 2014
In an electronic age, why are banks so slow?

The fix that could speed your deposits

By Bloomberg
RETIREMENT PLANNING OCT 31, 2014
New rules for annuities and target date funds inspire products race

Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments

By Darla Mercado
RETIREMENT PLANNING OCT 30, 2014
BlackRock names Castille as chief retirement strategist

Former head of firm's defined contribution unit will focus on target date business, retirement indexes, create research platform.

By Bloomberg
RETIREMENT PLANNING OCT 30, 2014
A 78-year-old former executive flips burgers for $7.98

A cautionary tale about the financial pressures of limited savings

By Bloomberg
EQUITIES OCT 30, 2014
The bitter economic costs of cheap oil

<i>Breakfast with Benjamin</i>: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

By Jeff Benjamin
RETIREMENT PLANNING OCT 29, 2014
75% of Americans don't know this basic retirement rule

How do you draw down income in your golden years?

By Bianca Flowers
RETIREMENT PLANNING OCT 29, 2014
Questions about Joan Rivers' death lead to sad legal proceedings

What you can learn about wrongful death lawsuits from her family's difficult search for answers

By by Andy and Danielle Mayoras
RETIREMENT PLANNING OCT 28, 2014
Hartford Financial Services Group names a new CEO

Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.

By Andrew Leigh
RETIREMENT PLANNING OCT 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2014
Lump sum Social Security payments only for living

What would happen if someone who filed and suspended Social Security benefits at full retirement age of 66 died before collecting benefits?

By Mary Beth Franklin