Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING APR 28, 2013
Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.

By Darla Mercado
RETIREMENT PLANNING APR 28, 2013
Disability automatically converts to retirement benefits at 66

By Mary Beth Franklin
RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

By Bruce Kelly
RETIREMENT PLANNING APR 25, 2013
Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

By Darla Mercado
Ignoring women's health-care costs 'reckless': Experts
RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

By Liz Skinner
Mary Beth Franklin: Does LTC insurance still make sense?
RETIREMENT PLANNING APR 25, 2013
Mary Beth Franklin: Does LTC insurance still make sense?

Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.

By Mary Beth Franklin
RETIREMENT PLANNING APR 24, 2013
LPL beefing up its compliance in wake of Massachusetts suit

In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

By Bruce Kelly
RETIREMENT PLANNING APR 22, 2013
NY Life cuts initial deposit for annuity to attract youth

But critics question whether younger workers should even be buying annuities

By Darla Mercado
RETIREMENT PLANNING APR 21, 2013
Fees net more revenue

A weak year for the IBD channel accentuated the value of steady income

By Bruce Kelly
RETIREMENT PLANNING APR 21, 2013
Throw caution to the wind? Not young boomers

Study finds people happier with lower return and guarantee than higher return only.

By Darla Mercado
RETIREMENT PLANNING APR 21, 2013
Younger workers would take brunt of Obama's IRA curb

Advisers mostly against the idea, calling limits 'counterproductive.'

By Darla Mercado
RETIREMENT PLANNING APR 18, 2013
Giving spree seen complicating taxes

By Darla Mercado
RETIREMENT PLANNING APR 18, 2013
Obama backs new inflation formula for Social Security

Alternative benchmark would close 25% of 75-year shortfall.

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
Widower can collect survivor benefits now, retirement benefits later

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
VA suitability tools speed up an increasingly daunting task

By Janowski Davis
RETIREMENT PLANNING APR 16, 2013
Fiduciary champion Hutcheson hit with more charges

Latest suit claims he violated ERISA in alleged $3.2 million theft from retirement plans

By Darla Mercado
Fiduciary advocate charged with plan theft worked for CalSTRS
RETIREMENT PLANNING APR 16, 2013
Fiduciary advocate charged with plan theft worked for CalSTRS

Giant pension fund retained Hutcheson last year to help with vetting of advisers; terminated contract in four months

By Darla Mercado
RETIREMENT PLANNING APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

By Darla Mercado
RETIREMENT PLANNING APR 14, 2013
Making the most of 401(k) accounts

By William P. Simon, Jr.