Displaying 7764 results
Many current retirees reluctant to tap savings
But without pensions, boomers won't have a choice.
Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed
The wirehouse's public fanfare about ditching IRA commissions under new fiduciary regulation would be a large factor in deciding to stay the course.
The despondent voter’s guide to Trump and money
If you're saving for retirement or other long-term goals, too much fear and caution can be dangerous.
Seniors see Social Security changes as benefit cuts
New rules require weighing claiming strategies against competing income goals.
Advisers’ female clients will face higher retiree health costs
New report details the high cost of living longer with fewer resources than men.
401(k) plan designs hurt employees’ ability to save
A number of longtime 401(k) plan designs fail to reflect a new workforce, according to a Government Accountability Office report.
Why Social Security is crucial to women
Lower incomes and fewer assets in savings plans lead to problems in retirement.
The amazing vanishing DOL fiduciary rule?
In the end, will the new rule survive? Just as there are paths to ultimate revocation, there are also paths to survival.
New robo-adviser geared to retirees
True Link joins crowded digital-advice market dominated by big financial names..
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial
WealthPLAN Partners was with LPL for 27 years.
U.S. divorce rate drops to lowest level in 35 years
Marriage has been holding steady for the past several years, but weddings are still half as common as they were in the 1970s and early 1980s.
New Social Security rules and divorce
Two sets of benefits exist for ex-spouses depending on their birth dates.
Advisers can’t be passive when it comes to DOL rule’s fiduciary principles
Each of the underlying duties of the fiduciary rule's best-interest standard — loyalty, care and individualization — require advisers to take specific actions.
Advisers and clients worry about Obamacare changes under Trump
Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.
College financial aid process begins Saturday
FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Student loans preventing parents from saving for retirement
Some 42% of parents said they're losing sleep worrying about future college costs, and 63% feel guilty that they won't be able to pay more.
The other DOL retirement regulation Trump and the GOP may scuttle
The Department of Labor's rule exempting state-based auto IRA plans from ERISA could be in jeopardy under the new Republican administration. (More: The most up-to-date information on the DOL fiduciary rule)
Student loans poised for an overhaul under President Trump
Advocates of federal direct loans are worried that privatization could mean the end of student loans as a broad entitlement.
Legislation, DOL rule could boost multiple employer plans
Largely ignored now, changes could make MEPs popular among retirement plan advisers.
Gradually converting a traditional IRA to a Roth can boost nest egg
Plus, the strategy can help reduce required minimum distributions and cut taxes.
