Retirement Planning

Displaying 8298 results
RETIREMENT PLANNING APR 22, 2014
Practice makes perfect when it comes to retirement

T. Rowe Price's Christine Fahlund puts theories to test.

By Mary Beth Franklin
RETIREMENT PLANNING APR 22, 2014
IRS targeting IRA rollovers after Tax Court ruling

Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation.

By Darla Mercado
EQUITIES APR 22, 2014
Panic proves fleeting in February as stocks, bonds climb

Stocks, bonds and commodities rose together in February for the first time in seven months, reversing January's losses. The S&P 500 is at a new all-time high. So who's panicking now?

By Gregory Crawford
RETIREMENT PLANNING APR 21, 2014
Social Security training course covers program nuts and bolts

Course covers finer points of Windfall Elimination Provision calculations, but needs more emphasis on claiming strategies.

By Mary Beth Franklin
RETIREMENT PLANNING APR 21, 2014
Millions set up online Social Security accounts

But a credit freeze could complicate the sign-up process.

By Mary Beth Franklin
RETIREMENT PLANNING APR 20, 2014
6 tax lessons for Millennials

If you found yourself reeling from this year's number, take steps now to avoid a repeat. Especially for entrepreneurs, quarterly payments are key.

By Darla Mercado
RETIREMENT PLANNING APR 20, 2014
Regulators compete for slice of IRA rollover pie

Rollovers used to be the 'Wild West' of regulation; now advisers need to watch out for new rules

By Darla Mercado
RETIREMENT PLANNING APR 18, 2014
Have you gone from having a work ethic to being a wealth addict?

The first question to see whether you are putting accumulation above all else, and how to steer yourself back to a healthier lifestyle.

By Liz Skinner
OPINION APR 17, 2014
Surprise! Tax cheats will pay if you ask them to

The winning tactic: a short letter explaining that delinquency is not the norm.

By Cass R. Sunstein
File and suspend won't be suspended … just yet
RETIREMENT PLANNING APR 17, 2014
File and suspend won't be suspended … just yet

Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe - for now.

By Mary Beth Franklin
RETIREMENT PLANNING APR 16, 2014
The succession strategy to defer taxes

A 50% increase in capital gains tax rates makes this a good time to consider an ESOP, which can help both owners and companies defer the tax.

By Carl Grassi
RETIREMENT PLANNING APR 15, 2014
Big-company benefits on a small-company budget

7 tips to help you compete for talent as the job market picks up.

By Elizabeth MacBride
RETIREMENT PLANNING APR 14, 2014
How much is a Social Security survivor benefit worth?

Mary Beth Franklin tackles three questions about Social Security survivor benefits. The questions are similar and the answer may surprise you.

By Mary Beth Franklin
RETIREMENT PLANNING APR 14, 2014
Health care will consume Social Security in 10 years

98% of your Social Security check could go to health care, new index finds

By Mary Beth Franklin
RETIREMENT PLANNING APR 14, 2014
What female retirees don't know can hurt them

Some divorced spouses are clueless about Social Security benefits

By Mary Beth Franklin
Two wives, two sets of Social Security benefits
RETIREMENT PLANNING APR 14, 2014
Two wives, two sets of Social Security benefits

Current and ex-spouses don't have to share survivor benefits.

By Mary Beth Franklin
RETIREMENT PLANNING APR 11, 2014
Regulators need to put record keepers in their cross hairs

Brokers and investment advisers aren't the only ones <br>who should take the heat for rollover activity

By MFXFeeder
RETIREMENT PLANNING APR 11, 2014
To Roth or not to Roth: 7 tips to help you answer

Although Roth IRAs have been available since 1997, changes to the U.S. tax code have made these retirement savings accounts more popular than ever, especially for affluent investors. Here, with apologies to the Bard, are some pointers.

By Robert Cirrotti
RETIREMENT PLANNING APR 11, 2014
Social Security tool does a disservice to the program All Americans should take this survey

By MFXFeeder
RETIREMENT PLANNING APR 10, 2014
IRS targeting IRA rollovers after Tax Court ruling

Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation

By Darla Mercado