Retirement

Displaying 11729 results
Lifestyle changes can add up to big savings for retirement
RETIREMENT PLANNING FEB 16, 2017
Lifestyle changes can add up to big savings for retirement

Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 15, 2017
House votes to kill DOL's state, city auto-IRA rules

By Greg Iacurci
IRA ALERT FEB 14, 2017
How to help millennials avoid big mistakes with their IRAs

Steer young investors away from these common moves that can have a significant negative impact in retirement.

By Ed Slott
RETIREMENT PLANNING FEB 14, 2017
Funds with revenue-sharing fees can be cheapest option in 401(k) plans

Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.

By Greg Iacurci
RETIREMENT PLANNING FEB 13, 2017
Blackstone acquisition of Aon Hewitt could signal push by private equity into 401(k) plans

Blackstone executives have signaled their intent at breaking into the $5 trillion 401(k) market, and buying Aon Hewitt's DC record-keeping business may be the first step.

By Greg Iacurci
MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

By John Waggoner
Social Security Administration continues to give bad advice on claiming rules
RETIREMENT PLANNING FEB 13, 2017
Social Security Administration continues to give bad advice on claiming rules

Staff denies some eligible applications for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 12, 2017
Trump's DOL fiduciary directive triggers chaos

The mandate to review the rule and the accompanying delay leave the industry scrambling to adjust.

By Mark Schoeff Jr.
Is your 401(k) balance above or below average?
RETIREMENT PLANNING FEB 10, 2017
Is your 401(k) balance above or below average?

As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.

By Bloomberg
RETIREMENT PLANNING FEB 10, 2017
Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

By Mary Beth Franklin
OPINION FEB 10, 2017
There's never been a better time to provide life insurance advice

Clients need help with this last, largest, most-neglected asset on their balance sheets like never before

By Barry Flagg
LIFE INSURANCE AND ANNUITIES FEB 10, 2017
Dallas judge in DOL fiduciary rule suit deals yet another blow to indexed annuities

The judge affirmed that inclusion of indexed annuities in the BICE was reasonable.

By Greg Iacurci
RIAs at odds over fees for clients' cash balances
RIAS FEB 10, 2017
RIAs at odds over fees for clients' cash balances

For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .

By Jeff Benjamin
RETIREMENT PLANNING FEB 09, 2017
Medicare enrollment ends HSA eligibility

Working longer can allow continued contributions.

By Mary Beth Franklin
UBS exploring fee-based annuities for advisers
LIFE INSURANCE AND ANNUITIES FEB 09, 2017
UBS exploring fee-based annuities for advisers

The wirehouse would be jumping on a trend toward advisory business that analysts expect to accelerate because of the Labor Department's fiduciary rule.

By Greg Iacurci
RETIREMENT PLANNING FEB 08, 2017
Congress seeks to kill DOL rules on state, city auto-IRA programs

House Republicans introduce bills to block Labor Department rules promoting creation of retirement plans for private-sector employees.

By Greg Iacurci
$4 billion hybrid RIA to leave LPL
RETIREMENT PLANNING FEB 08, 2017
$4 billion hybrid RIA to leave LPL

Resources Investment Advisors also has affiliate retirement-focused advisory firms with $6 billion in assets, but it's uncertain whether they will follow suit and depart LPL.

By Greg Iacurci
RETIREMENT PLANNING FEB 07, 2017
Trump executive order may prevent guidance on employee benefits issues

An order aimed at reducing regulation and controlling regulatory costs could sow confusion over issues such as executive compensation and the fate of planned rules affecting employer retirement plans.

By Marcia S. Wagner
RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

By Robert Steyer
TAX FEB 06, 2017
IRS wants $700 million from Michael Jackson estate

Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask

By Bloomberg