Displaying 7764 results
As Americans live longer, they run the risk of outliving their money
How do you make sure that your nest egg will provide for you not only in your 70s and 80s, but into your 90s and beyond?
A new tax break may make you think twice about tying the knot
Unmarried couples can now deduct effectively twice as much of their mortgage and home interest on their tax returns.
Why summer vacations may be bad for your marriage
Divorce filings drop in April and don't spike again until August — after July, the most popular month for vacations.
Gray divorce on the rise with longevity trend
The prospect of living unhappily ever after in a retirement that can last 20 or 30 years or more is one reason behind the growing incidence of divorce among spouses age 50 and older.
10 best markets to find an undervalued home
If you're a real estate investor who wants to buy low and sell high, this is the list for you.
Fiduciary concern clients’ No. 1 reason for hiring 401(k) advisers: study
The Labor Department's conflict-of-interest rule is upping plan sponsors' concern for their fiduciary duty.
Social Security out of step with many modern families
Family benefits account for a much smaller percentage of Social Security outlays today than they did in the past.
Chevron 401(k) suit dismissal seen as ‘big loss’ for plaintiffs’ bar
ERISA attorneys say the judge's decision was a complete rebuke of classic arguments in excessive-fee suits, and could provide fodder for the defense in future trials.
District Court dismisses 401(k) fiduciary breach lawsuit against Chevron
The plaintiffs argued that the company provided a money market fund instead of a stable value fund and paid excessive record-keeping fees to Vanguard Group, among other wrongdoings.
Morgan Stanley hit with $150 million 401(k) lawsuit for self-dealing and excessive fees
The wirehouse now joins a growing list of other financial-services companies sued for similar reasons.
Columbia University targeted in $100 million lawsuit over excessive retirement plan fees
The suit, not brought by Jerry Schlichter's law firm, could signal a 'race to the courthouse' in the university 403(b) market.
Side-by-side comparison of Clinton, Trump tax plans
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
Duke, Johns Hopkins, UPenn and Vanderbilt latest schools under fire for excessive 403(b) fees
Attorneys, ever present in the 401(k) market, are beginning to target university 403(b) plans. These lawsuits follow close on the heels of ones against MIT, NYU and Yale.
Neuberger Berman sued for excessive 401(k) fees
Another financial services company has been targeted for costly proprietary investments in its 401(k) plan, leading to allegations of self-dealing at the expense of employees.
Primerica expects to pay $4M-$5M per year to comply with DOL fiduciary rule
The insurer joins other financial services companies such as Ameriprise and Principal, who've detailed rising compliance costs associated with the regulation.
Careful planning can help public employees avoid Social Security reductions
One adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.
Health savings account limits to increase for some in 2017
But policy buyers on Healthcare.gov may be out of luck.
Wealthy retirees too cautious to enjoy stock market high
Older baby boomers have seen the S&P 500 return 269% since its March 2009 low.
Social Security and dying too soon
Beneficiaries may have to wait years to collect benefits; some never do.
Yale, MIT and NYU targeted in excessive-fee lawsuits concerning retirement plans
The suits against NYU and Yale are especially significant because they're the first regarding university 403(b) plans.
