Retirement Planning

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RETIREMENT PLANNING JUL 23, 2014
Which asset class looks most like a bubble now?

The definition of an asset bubble is record demand for an asset class at a time when the expected return is at the lowest.

By Scott Colyer
RETIREMENT PLANNING JUL 23, 2014
Retirees suffer as 401(k) rollover boom enriches brokers

Complaints filed against brokers for inappropriate investments after money moved into IRAs.

By Gregory Crawford
RETIREMENT PLANNING JUL 23, 2014
Former Fidelity COO Reynolds aims to oust former employer from top

Robert Reynolds, who built the industry's biggest 401(k) business while at Fidelity Investments, is seeking a reprise

By Bloomberg
RETIREMENT PLANNING JUL 22, 2014
How to put Millennials on pace for retirement

One mom's advice: If you don't start saving now, your old age is going to look like college, ramen noodles and all.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 22, 2014
Corporate newcomers like Facebook least generous with 401(k)s

ConocoPhillips, Abbott Labs tops the list while Facebook, Whole Foods are least generous.

By Bloomberg
RETIREMENT PLANNING JUL 22, 2014
Fidelity adds $37.2B in defined contribution assets but pace slows

With addition of nearly 1,100 retirement plans, firm's assets under administration for DC plans reaches $1.4T.

By Darla Mercado
RETIREMENT PLANNING JUL 22, 2014
Retirement: From theory to practice

Husband's retirement ushers in a new era for <i>InvestmentNews</i> contributing editor.

By Mary Beth Franklin
Big demand from advisers for Social Security claiming tools, training
RETIREMENT PLANNING JUL 22, 2014
Big demand from advisers for Social Security claiming tools, training

But few are willing to pay for it.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 22, 2014
Want loyalty? Help clients with caregiving

Taking these extra steps with clients who are caring for loved ones will strengthen those relationships

By Liz Skinner
RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
RETIREMENT PLANNING JUL 21, 2014
To raise real estate values, some cities turn to fakery

From Campden to Cleveland, cities are going after their poorest neighborhoods with a highly skilled paintbrush.

By Elizabeth MacBride
RETIREMENT PLANNING JUL 21, 2014
Create an estate plan for your digital assets

Your followers are worth something. One important question to consider: What did you sign away when you agreed to the terms of service with a company such as Facebook or Twitter?

By Darla Mercado
RETIREMENT PLANNING JUL 20, 2014
The lesson from Donald Sterling? Plan for incapacity

As the court battle over L.A. Clippers owner's trust shows, people too often set up estate plans to cope with death, not old age.

By Darla Mercado
Pension advance companies rip off retirees, GAO report says
RETIREMENT PLANNING JUL 18, 2014
Pension advance companies rip off retirees, GAO report says

They offer a lump sum in exchange for pension income and engage in other questionable practices.

By Alessandra Malito
EQUITIES JUL 17, 2014
Barclays in the hot seat over charges it courted high-frequency traders

<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2014
SEC keeps fiduciary promises vague for 2015

Agency's annual report reveals higher percentage of adviser exams, and priorities for next year.

By Mark Schoeff Jr.
Lou Reed's will teaches a privacy lesson
RETIREMENT PLANNING JUL 16, 2014
Lou Reed's will teaches a privacy lesson

A living trust can keep your affairs from public consumption; a will, on the other hand, is public record.

By by Danielle and Andy Mayoras
RETIREMENT PLANNING JUL 16, 2014
Updated book is an essential guide to Social Security

Veteran Social Security Administration employee shares how retirement, disability and survivor programs work.

By Mary Beth Franklin
EQUITIES JUL 16, 2014
Frothy markets have investors turning to short-term bets

<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2014
The tax break 89% of eligible Americans are missing

One study found that even if your tax rate is the same now as it will be after retirement, a Roth 401(k) is still the better bet.

By Carla Fried