Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Public servants get short end of Social Security stick

Windfall Elimination Provision trims benefits; spousal benefits can be wiped out

By Mary Beth Franklin
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Undone by the do-over strategy

Plans to repay early Social Security benefits halted by recent rule change

By Mary Beth Franklin
RETIREMENT PLANNING MAY 29, 2013
Urgency to fix Social Security financing growing

Sufficient funds to pay full retirement benefits through 2033, then three quarters of benefits through 2087.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 29, 2013
Coming to Gen-Xers in retirement: Downward mobility

The Great Recession did a number on retirement savings of Generation X; early boomers, not so much.

By Mary Beth Franklin
Power grab? Consumer agency may dig into retirement savings biz
RETIREMENT PLANNING MAY 29, 2013
Power grab? Consumer agency may dig into retirement savings biz

Consumer Financial Protection Bureau worried about investment scams.

By Gregory Crawford
RETIREMENT PLANNING MAY 26, 2013
Avoid getting undone by the do-over strategy

By Mary Beth Franklin
RETIREMENT PLANNING MAY 26, 2013
All-bond VA from Pru gets tepid reception

By Darla Mercado
RETIREMENT PLANNING MAY 24, 2013
Online tools simplify planning

By Darla Mercado
RETIREMENT PLANNING MAY 22, 2013
Social Security software options

With different levels of sophistication and price, which claiming-strategy tool is optimal?

By Janowski Davis
RIA NEWS MAY 21, 2013
Madison Dearborn to buy NFP for $1.3 billion

Deal ends roller-coaster ride for wealth management aggregator.

By DJAMIESON
RETIREMENT PLANNING MAY 20, 2013
Mary Beth Franklin: The surest way to boost your Social Security paycheck

In this video interview on Morningstar, <i>IN's</i> retirement guru discusses the benefit of delaying retirement.

By John Goff
RETIREMENT PLANNING MAY 19, 2013
Financial insecurity awaits Gen Xers in retirement

By Mary Beth Franklin
RETIREMENT PLANNING MAY 19, 2013
Protective protects itself

By Darla Mercado
RETIREMENT PLANNING MAY 19, 2013
Time to replace the three-legged-stool myth

By MFXFeeder
RETIREMENT PLANNING MAY 16, 2013
&lt;font color=red&gt;Retirement Income Summit 2013&lt;/font&gt; Natalie Choate: The best and worst tax strategies

Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.

By Darla Mercado
Are clients saving too much money for retirement health care?
RETIREMENT PLANNING MAY 16, 2013
Are clients saving too much money for retirement health care?

Cadillac coverage may not be a good fit for those with specific quality-of-life wishes

By Jeff Benjamin
RETIREMENT PLANNING MAY 16, 2013
Retirement Income Summit 2013 - Mary Beth Franklin: Home schooling long-term care

Dr. Carolyn McClanahan shares her personal vision of aging in place

By Mary Beth Franklin
RETIREMENT PLANNING MAY 16, 2013
Personalizing estimates of health care costs

Individual profiles are key to garnering more-accurate spending figures

By Mary Beth Franklin
RETIREMENT PLANNING MAY 16, 2013
GAO: Workers hurt when rolling over 401(k) plans to IRAs

Workers are being encouraged to roll their 401(k)s into IRAs, but that might not be the best plan of action, the GAO says. Solution? Use plain English, for one thing.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 15, 2013
Advisers stung by 'Frontline' attack

Advisers' reaction to the PBS documentary slamming advisers was ... well ... hardly surprising.

By Darla Mercado