Retirement Planning

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RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement

Affluent investors embrace a broader definition of youth as life expectancy stretches

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 22, 2013
Protective Life pulling in reins on variable annuity flows

Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.

By Darla Mercado
RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

By JKEPHART
RETIREMENT PLANNING OCT 20, 2013
Health care exchanges aren't meant for retirees

Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 20, 2013
It's lump: Massachusetts latest to probe pension advances

Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.

By DJAMIESON
RETIREMENT PLANNING OCT 17, 2013
LPL to offer advice to 401(k) participants

LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.

By Darla Mercado
RETIREMENT PLANNING OCT 15, 2013
Age differences can muddle Social Security-claiming strategies

Married couples should focus on maximizing survivor benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 15, 2013
Warning: gov't shutdown could topple your portfolio

How will the federal government's impending Oct. 1 shutdown affect your savings?

By lkonish
Decoding Social Security's family maximum-benefit rules
RETIREMENT PLANNING OCT 14, 2013
Decoding Social Security's family maximum-benefit rules

Couples aren't affected if no minor children are collecting benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 13, 2013
Gurus: Bull market alive and well

Coté, Doll love equities but hate Washington politics, health care law.

By Jeff Benjamin
RETIREMENT PLANNING OCT 13, 2013
Schwab ETF 401(k) platform has hiccup

Expected to launch in fourth quarter, platform hits regulatory snag.

By Darla Mercado
RETIREMENT PLANNING OCT 11, 2013
A doctor deconstructs the Affordable Care Act

Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.

By Darla Mercado
RETIREMENT PLANNING OCT 11, 2013
T. Rowe bans 1,300 airline workers from trading 401(k) accounts

Group banned in an attempt to deter en-masse trading

By Darla Mercado
RETIREMENT PLANNING OCT 10, 2013
VA changes puzzle advisers

By Darla Mercado
RETIREMENT PLANNING OCT 09, 2013
The 800-lb. health care gorilla in the room

Plan for potential costs in separate pool of money — and stay healthy.

By Liz Skinner
RETIREMENT PLANNING OCT 09, 2013
Watchdog Belth's Insurance Forum to cease publication

Industry gadfly to continue writing on his blog.

By Darla Mercado
RETIREMENT PLANNING OCT 09, 2013
Social Security and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate

By Mary Beth Franklin
RETIREMENT PLANNING OCT 08, 2013
Financial advisers step in to help furloughed workers

Experts break down the choices available to investors hit by government shutdown

By Liz Skinner
RETIREMENT PLANNING OCT 08, 2013
Quarter of investors have no financial plan

“It's hard to reach a destination that you haven't charted a map to," expert says

By Megan Durisin