Retirement Planning

Displaying 8298 results
RETIREMENT PLANNING JUN 26, 2014
Fewer than half of women have an emergency fund

Report on women investors finds they are closing the financial literacy gap fast, but remain behind men in terms of confidence and knowledge.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 26, 2014
Galvin asks Congress to force 401(k) plan disclosures

Massachusetts' chief securities regulator Wiliam Galvin has asked Congress to force 401(k) plan disclosures, ratcheting up pressure to force transparency in retirement accounts.

By Gregory Crawford
RETIREMENT PLANNING JUN 26, 2014
How to reap the benefits of Social Security's rearview mirror

Claiming after age 66 can result in retroactive benefits.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 26, 2014
BlackRock extends reach into retirement business with new funds, indexes

Money manager turns focus to retirement income, distribution vs. accumulation.

By Darla Mercado
RETIREMENT PLANNING JUN 26, 2014
A new financial planning frontier for same-sex marriage

Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.

By Darla Mercado
RETIREMENT PLANNING JUN 25, 2014
Bankrupt basketball star wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it. Schools are launching executive MBAs for athletes like him.

By Bloomberg
RETIREMENT PLANNING JUN 25, 2014
Could earning less later in your career reduce your Social Security?

Find out whether your top years or final years determine your monthly benefit amount.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

By Darla Mercado
RETIREMENT PLANNING JUN 23, 2014
Putnam's Reynolds to Congress: To grow the economy, help boost savings

Study tied to preserving tax incentives for 401(k) plans.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 23, 2014
More millionaires than ever in 2013

Surging equity markets and improving economies contributed to double-digit growth in both population and wealth levels.

By Minda Smiley
RETIREMENT PLANNING JUN 23, 2014
Ways and Means to vote on extending deduction for IRA charitable contributions

One of several tax extenders the committee will take up Thursday.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 23, 2014
“Top 40” host Casey Kasem's disappearance holds lessons for advisers

“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.

By Darla Mercado
RETIREMENT PLANNING JUN 20, 2014
Sting has a reported $300M, but will limit kids' inheritance

Joining a chorus of wealthy parents, the musician says too much money might turn out to be an albatross for his children.

By Liz Skinner
RETIREMENT PLANNING JUN 20, 2014
How long must clients be married to collect Social Security on each other? It depends

Rules differ for those currently married, widows/widowers and the divorced

By Mary Beth Franklin
RETIREMENT PLANNING JUN 20, 2014
Social Security benefits and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate.

By Mary Beth Franklin
SSA starts paying benefits to married gay couples, but questions remain
RETIREMENT PLANNING JUN 20, 2014
SSA starts paying benefits to married gay couples, but questions remain

Social Security encourages people to apply for spousal benefits even with uncertainties.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 19, 2014
Do-over: Fix the mistake you made claiming Social Security

There are remedies, though you may not like them.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

By Ari I. Weinberg
RETIREMENT PLANNING JUN 18, 2014
Retirees suffer as brokers cash in on 401(k) rollover boom

Some brokers may have moved clients into inappropriate investments as they moved money into higher-fee IRAs.

By Gregory Crawford
RETIREMENT PLANNING JUN 18, 2014
Workplaces offer help claiming Social Security

Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same

By Mary Beth Franklin