Retirement

Displaying 11729 results
RETIREMENT PLANNING MAR 01, 2017
This robot wants to change how you do your taxes

H&R Block is enlisting IBM's supercomputer Watson to ease your tax pain.

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 01, 2017
The Hartford wins excessive-fee lawsuit

The lawsuit is similar to ones filed against other insurance companies in recent years, which challenge the fee levels received by the firm versus a fund's subadvisers.

By Greg Iacurci
RETIREMENT PLANNING MAR 01, 2017
IRS guidance on 401(k) hardship withdrawals clarifies uncertain terrain

Some see the guidelines as a way to button up rules and ensure participants aren't using 401(k) plans as a "piggy bank."

By Greg Iacurci
TAX FEB 28, 2017
Wealthy clients might be vulnerable to IRS audit

A shrinking agency is targeting those it deems most likely to dodge their taxes.

By Bloomberg
Strict timeline governs health savings accounts and Medicare
RETIREMENT PLANNING FEB 28, 2017
Strict timeline governs health savings accounts and Medicare

Beware of a six-month look-back period and tax penalties.

By Mary Beth Franklin
ALTERNATIVES FEB 28, 2017
Putting alternatives into tax-exempt vehicles

Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.

By Jeff Kelley
RETIREMENT PLANNING FEB 28, 2017
Empower telling 401(k) clients it won't be a fiduciary when DOL rule kicks in

Some observers question the move and at least one believes the firm may still be a fiduciary no matter what it claims.

By Greg Iacurci
RETIREMENT PLANNING FEB 26, 2017
State, local auto-IRA initiatives benefit 'forgotten' workers

Automatic-enrollment IRA programs would encourage employees to save for retirement.

By crain-api
RETIREMENT PLANNING FEB 24, 2017
Demographic shift of retirees to affect consumer spending

Major demographic shifts over the next decade will have a dramatic affect on U.S. consumer spending, which in turn will influence the overall economy, specific industry sectors and individual stocks, according to a new report from The Conference Board.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 24, 2017
Why many employees may never be able to retire

Millions aren't saving on the job because they either don't have access to a workplace retirement plan or they do but aren't putting money in it.

By Bloomberg
RETIREMENT PLANNING FEB 24, 2017
Using IRAs to reduce Medicare premiums

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.

By Mary Beth Franklin
TAX FEB 23, 2017
Adviser loses IRS fight, putting tax status for solo practitioners in question

By Bruce Kelly
RETIREMENT PLANNING FEB 22, 2017
Many acquisitions of DC record-keeping businesses lose luster over time

Record keeping is a business that requires companies to continue investing in services and technology.

By Robert Steyer
RETIREMENT PLANNING FEB 22, 2017
Many plan to use this year's tax refund to pay down debt

The percentage of consumers planning to put some of their refund toward paying down debt rose to 35.5%, from 34.9% last year, according to a new survey.

By Bloomberg
Help clients feel confident and in control of the retirement planning process
RETIREMENT PLANNING FEB 22, 2017
Help clients feel confident and in control of the retirement planning process

Advisers need to help people move past the emotional roadblocks that can make the process more complicated than it needs to be.

By Philip E. Caminiti
RETIREMENT PLANNING FEB 21, 2017
Using IRAs to reduce Medicare premiums

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 16, 2017
Americans renouncing citizenship at record levels

Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.

By Bloomberg
RETIREMENT PLANNING FEB 16, 2017
More women taking control of family checkbooks

By Bloomberg
RETIREMENT PLANNING FEB 16, 2017
Many millennials see debt as a dating deal breaker

Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.

By Bloomberg
RETIREMENT PLANNING FEB 16, 2017
New York Life settles 401(k) lawsuit for $3 million

The firm allegedly engaged used an expensive proprietary fund to enrich itself at the expense of plan participants.

By Greg Iacurci