Retirement Planning

Displaying 7958 results
Fund firms on 401(k) fee disclosure deadline: More time, please
RETIREMENT PLANNING JUL 26, 2011
Fund firms on 401(k) fee disclosure deadline: More time, please

DOL's latest start date — Jan. 1 — still too soon, industry group contends

By Darla Mercado
College marketing an education in how to generate cash, buzz
RETIREMENT PLANNING JUL 26, 2011
College marketing an education in how to generate cash, buzz

Top universities are said to be soliciting applicants who have little chance of getting admitted. The reason? Critics say it's to generate both cash and buzz.

By John Goff
Biggest muni bankruptcy ever puts investors on high alert
RETIREMENT PLANNING JUL 22, 2011
Biggest muni bankruptcy ever puts investors on high alert

Creditors left holding the bag after Jefferson County goes bust; 'catastrophic mistake'

By John Goff
Will minibonds be a megahit?
RETIREMENT PLANNING JUL 22, 2011
Will minibonds be a megahit?

California eyes selling muni debt in $25 denominations; lower buy-in designed to attract more investors

By John Goff
Expected rout in muni market a no-show
RETIREMENT PLANNING JUL 22, 2011
Expected rout in muni market a no-show

After S&P lowered ratings on thousands of municipal bonds earlier in the week, traders braced for a massive selloff. They're still waiting.

By John Goff
Regulator to bond dealers: Don't rip off investors
RETIREMENT PLANNING JUL 22, 2011
Regulator to bond dealers: Don't rip off investors

MSRB warns against price manipulation in the wake of possible credit downgrades

By Dan Jamieson
A bridge loan too far? California aims to borrow $5B to protect against U.S. default
RETIREMENT PLANNING JUL 22, 2011
A bridge loan too far? California aims to borrow $5B to protect against U.S. default

State hedging against possible credit market chaos; lowest-debt rating of all 50 states

By John Goff
Debt deal in Washington could be monumentally bad for clients
RETIREMENT PLANNING JUL 22, 2011
Debt deal in Washington could be monumentally bad for clients

Tax breaks for investments and savings look to be prime targets for lawmakers; 'the fight is coming'

By Mark Schoeff Jr.
Mortgage tax break set for the wrecking ball?
RETIREMENT PLANNING JUL 21, 2011
Mortgage tax break set for the wrecking ball?

Poll reveals more Americans willing to give up home-loan interest deduction

By Bloomberg
RETIREMENT PLANNING JUL 19, 2011
Gored

The average closing cost on a mortgage jumped from around $3,600 to more than $4,000 this year. It's even more expensive in these ten states.

By John Goff
Workers more likely to retire after strong market performance
RIA NEWS JUL 19, 2011
Workers more likely to retire after strong market performance

Workers are more likely to retire after a period of strong equity returns, but they may be leaving the workplace at a time when their nest eggs are at the most risk.

By Darla Mercado
Boomers not interested in rocking chair retirement
RETIREMENT PLANNING JUL 19, 2011
Boomers not interested in rocking chair retirement

Younger boomers more optimistic about their finances but acknowledge that they will have to work some in retirement

By Darla Mercado
RETIREMENT PLANNING JUL 19, 2011
Advisers: Preparing clients for the worst on taxes

Financial advisers are fairly clear about what is in store for their clients: taxes that are unlikely to go down and may rise.

By Andrew Osterland
GAO's financial advice: Hold off on Social Security, buy an annuity
RETIREMENT PLANNING JUL 19, 2011
GAO's financial advice: Hold off on Social Security, buy an annuity

A new study by the Government Accountability Office predicts that middle-class workers may well outlive retirement savings. The solution, the GAO says, is for workers to hold off on taking Social Security -- and buy annuities.

By John Goff
Meredith Whitney's muni denial doesn't jibe with what ran on 60 Minutes: Mysak
RETIREMENT PLANNING JUL 19, 2011
Meredith Whitney's muni denial doesn't jibe with what ran on 60 Minutes: Mysak

Analyst claims she didn't say what she seemed to have said when she said it on national television

By Joe Mysak
Gold at $2,000? It's getting closer
RETIREMENT PLANNING JUL 18, 2011
Gold at $2,000? It's getting closer

Precious metal gains from race to debase currencies, now tops $1,800; BofA sees it at $2,000 in a year

By John Goff
Default, dear Brutus, could be bad news for money funds
RETIREMENT PLANNING JUL 18, 2011
Default, dear Brutus, could be bad news for money funds

Could put a hole in money-market funds, which hold $760 billion in Treasuries. The question is: should investors pull their money out now just in case lawmakers in Washington don't reach a debt-ceiling agreement by Aug. 2?

By John Goff
George Soros ditches hedge fund empire for — a family office?
RETIREMENT PLANNING JUL 14, 2011
George Soros ditches hedge fund empire for — a family office?

Legendary investor George Soros is trading in his hedge fund firm for -- a family office. Of course, this family office boasts $24 billion in assets under management.

By John Goff
RIA NEWS JUL 14, 2011
Tougher 401(k) rules seen as 'full employment act' for RIAs

As the Labor Department prepares to issue stricter rules for the retirement fund industry, financial advisers at RIA firms are licking their chops over the prospect of poaching business from broker-dealers and insurance agents

By Dan Jamieson
401(k) expense ratios down — except for bond funds
RETIREMENT PLANNING JUL 13, 2011
401(k) expense ratios down — except for bond funds

Fees fall for stock and money market funds; charges for fixed-income offerings hold steady

By Darla Mercado