Retirement Planning

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Workers more likely to retire after strong market performance
RETIREMENT PLANNING 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
RETIREMENT PLANNING 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
RETIREMENT PLANNING JUL 13, 2011
Guidance imminent on 401(k) income products

The Treasury Department will soon offer guidance on lifetime income options in 401(k) plans with the aim of curbing the number of individuals who are likely to outlive their retirement savings.

By Liz Skinner
Ray of hope? Top college commences with middle-class tuition cap
RETIREMENT PLANNING JUL 11, 2011
Ray of hope? Top college commences with middle-class tuition cap

Middle-class families are quickly being priced out of the top universities. But a bold new program at the University of California at Berkeley -- limiting the total costs for families with modest incomes to 15% of earnings -- offers a ray of hope. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110711&amp;Category=FREE&amp;ArtNo=711009999&amp;Ref=PH&amp;Params=Itemnr=1>The most expensive state schools &amp;raquo;</a> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111117&amp;Category=FREE&amp;ArtNo=111709999&amp;Ref=PH>Top-rated 529 plans &amp;raquo;</a>

By John Goff
Paterno's home sale legit estate-planning move: Lawyers
RETIREMENT PLANNING JUL 11, 2011
Paterno's home sale legit estate-planning move: Lawyers

Joe Paterno, the under-fire Penn State Nittany Lion coaching legend, has been assailed by some for selling his home to his wife for $1? The claim? Paterno was attempting to shield his assets from potential lawsuits. Not so, say estate lawyers in Pennsylvania. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>PSU ranked No.1 &#8212; on the list of most expensive state schools &amp;raquo;</a>

By Liz Skinner
Cornhuskers latest to get FDIC-insured option for college savings
RETIREMENT PLANNING JUL 11, 2011
Cornhuskers latest to get FDIC-insured option for college savings

But low-return plan may not be the best bet when dealing with long time horizons; 'not very useful'

By Liz Skinner
Test score 'arms race' leading some colleges to stand down
RETIREMENT PLANNING JUL 11, 2011
Test score 'arms race' leading some colleges to stand down

Increasing number of universities going 'test optional' rather than relying on SATs; high school grades a better predictor

By John Goff
State schools looking better and better to parents
RETIREMENT PLANNING JUL 11, 2011
State schools looking better and better to parents

Out-of-sight tuition has left parents with little choice but to seek new ways to help fund their childrens' college education. One idea that's growing in popularity: crossing private universities off the apply-to list.

By John Goff
College Board's fees testing parents' patience
RETIREMENT PLANNING JUL 11, 2011
College Board's fees testing parents' patience

Critics claim the College Board's charges for entrance and placement exams are getting out of hand. Says one former dean at the University of Chicago: 'The College Board is more interested in marketing and selling things than it is in its primary responsibility, promoting equity and educational opportunity.'

By John Goff
529 plans gaining traction, assets
RETIREMENT PLANNING JUL 11, 2011
529 plans gaining traction, assets

A growing number of people who save for their children's college costs with Section 529 plans are steadily outpacing those parents who do not use these tax advantaged savings plans, according to a new survey by the College Savings Foundation.

By Liz Skinner
RETIREMENT PLANNING JUL 11, 2011
A league of their own

Tuition for private colleges may be off the chart, but state schools are getting more expensive, too. Here's the ten priciest public colleges.

By John Goff
RETIREMENT PLANNING JUL 06, 2011
A league of their own: Priciest private colleges

The latest data on the most expensive private colleges in the U.S. offers up a a reminder of how dear higher education has become.

By John Goff