Retirement Planning

Displaying 8410 results
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
RETIREMENT PLANNING OCT 26, 2014
Conservative target-date funds weathered the third quarter market rout

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 26, 2014
Best- and worst-performing target date funds

Track the performance of the best and worst target-date funds through the third quarter, and see <a href=&quot;http://www.investmentnews.com/article/20141026/REG/310269997/conservative-target-date-funds-weathered-the-third-quarter-market-rout&quot; target=&quot;_blank&quot;>which funds best weathered the market's volatility.</a>

By Andrew Leigh
RETIREMENT PLANNING OCT 25, 2014
The regulatory hits keep coming for LPL Financial

The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

By Andrew Leigh
Now that annuities are OK in retirement plans, what strategy is best?
RETIREMENT PLANNING OCT 24, 2014
Now that annuities are OK in retirement plans, what strategy is best?

Morningstar researcher suggests 30% allocation to annuities - and more equities.

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2014
5 year-end tax strategies to put in place now

Tips to help make 2014's bill less painful than 2013's

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2014
Early filers cannot choose their Social Security benefits

Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 23, 2014
Deadline looms for small-business 401(k) plans

Basic retirement plans don't cost a lot to set up, can be useful recruitment and retention benefit.

By Darla Mercado
How Social Security annual increases are calculated
RETIREMENT PLANNING OCT 22, 2014
How Social Security annual increases are calculated

COLA formula was established by law in 1972.

By Mary Beth Franklin