Retirement Planning

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RETIREMENT PLANNING DEC 12, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado
RETIREMENT PLANNING DEC 11, 2014
Is Congress killing pensions?

Pooled pension plans permitted to slash benefits, setting a disturbing precedent

By Bloomberg
RETIREMENT PLANNING DEC 11, 2014
Joan Rivers' estate planning gambit: A New York state of residence

A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.

By Darla Mercado
RETIREMENT PLANNING DEC 10, 2014
Americans have a low retirement IQ

More than 75% are clueless when it comes to drawing down income in their golden years.

By Bloomberg
RETIREMENT PLANNING DEC 09, 2014
How immigration reform could impact Social Security

Additional payroll taxes would bolster trust funds initially

By Mary Beth Franklin
EQUITIES DEC 08, 2014
Wall Street makes a case for why consumers should be spending big

On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.

By Jeff Benjamin
RETIREMENT PLANNING DEC 08, 2014
Retirement plan sponsors want more from advisers

A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey

By Bianca Flowers
RETIREMENT PLANNING DEC 07, 2014
Financial advisers need to check up on clients' medical debt

About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.

By Liz Skinner
How one single woman can collect three types of Social Security benefits
RETIREMENT PLANNING DEC 07, 2014
How one single woman can collect three types of Social Security benefits

How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.

By Mary Beth Franklin
OPINION DEC 07, 2014
How to help clients navigate the choppy HSA waters

Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

By Peter Stahl
RETIREMENT PLANNING DEC 05, 2014
Madoff aide sentenced to 10 years

Daniel Bonventre, who ran Mr. Madoff's broker-dealer for almost 40 years, received half the minimum time prosecutors sought in the case.

By Bloomberg
RETIREMENT PLANNING DEC 05, 2014
Are you ready to answer these 6 retirement questions?

Here are a few retirement questions financial advisers should prepare for clients to ask.

By Bloomberg
RETIREMENT PLANNING DEC 04, 2014
How to avoid a tidal wave of taxes from IRAs

Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

By Darla Mercado
The six most important questions before you retire
RETIREMENT PLANNING DEC 04, 2014
The six most important questions before you retire

Most people don't take the time to envision what their lives will look like, post-paycheck

By Justin Morgan
RETIREMENT PLANNING DEC 04, 2014
Celebrity stories to spark real talk about money this holiday

From Casey Kasem to Sir Mick to Robin Williams, their estate planning successes and failures offer lessons for everyone

By by Danielle and Andy Mayoras, Guest Contributors
RETIREMENT PLANNING DEC 03, 2014
401(k) plan costs decline as indexing increases

Biggest impact felt by employees in largest and smallest plans; they see drops of more than 10%

By Robert Steyer
RETIREMENT PLANNING DEC 03, 2014
401(k) plan costs decline as indexing becomes more popular

Biggest impact felt by largest and smallest plans.

By Robert Steyer
RETIREMENT PLANNING DEC 03, 2014
Retirement plan contribution limits for tax year 2015 bring new opportunities

Higher limitations for contributions gives advisers a chance to remind clients to save.

By Richard Behrendt
EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
RETIREMENT PLANNING DEC 02, 2014
How children reap the benefits of Social Security

Children become eligible when a parent dies or becomes disabled. But there are three important ages to remember: 16, 18 and 22.

By Mary Beth Franklin