Retirement Planning

Displaying 8408 results
Age gap can thwart couples' Social Security-claiming strategies
RETIREMENT PLANNING APR 29, 2014
Age gap can thwart couples' Social Security-claiming strategies

Financial advisers may need to consider other income options.

By Mary Beth Franklin
RETIREMENT PLANNING APR 28, 2014
Hartford offers to buy back old fixed annuities; about 90,000 contracts affected

Insurer, shrinking its annuity business since 2012, plans enhanced surrender offers

By Darla Mercado
RETIREMENT PLANNING APR 28, 2014
Fate of tax extenders will be clear only after long wait

It is shaping up to be another wait-and-see exercise on tax policy that once again makes tax planning a challenge for investment advisers and their clients.

By Andrew Leigh
RETIREMENT PLANNING APR 27, 2014
Letters to the Editor

By MFXFeeder
RETIREMENT PLANNING APR 25, 2014
How to scale your firm and keep its culture

MediaMath, one of Crain's New York's 50 fastest growing companies, doubled its employees to 350 in a year. CEO Joe Zawadzki offers advice on retaining culture in an environment of rapid growth.

By Elizabeth MacBride
RETIREMENT PLANNING APR 25, 2014
How to hire a tech team

As the hiring environment become more competitive for techies, Michael Kirven, CEO of tech staffing firm Mondo, has some tips for making an offer stand out.

By Elizabeth MacBride
RETIREMENT PLANNING APR 24, 2014
Hamptons home prices soar 52% as Wall Street money floods market

The beach retreat for Manhattan is one of a number of getaway markets that have been benefiting from the wealth effect of rising stocks. Vacation homes made up 13% of all sales last year, the highest level since 2006, the National Association of Realtors reported this month.

By Elizabeth MacBride
RETIREMENT PLANNING APR 23, 2014
The best- and worst-performing target date funds

By Andrew Leigh
RETIREMENT PLANNING APR 23, 2014
Schwab's all-ETF 401(k) platform revs up competition

But there's plenty of resistance from plan sponsors

By Darla Mercado
RETIREMENT PLANNING APR 22, 2014
Bored by shopping, the top 1% seeks adventure

Still wary of being accused of conspicuous consumption, the wealthy are paying for high-end experiences and access to celebrities, professional athletes and exclusive events.

By Miriam Keinin Souccar
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