Retirement

Displaying 11729 results
RETIREMENT PLANNING OCT 07, 2016
Merrill's move to end commission IRAs a 'tectonic shift' for brokerage industry

Move could pressure other wirehouses to follow suit and lead to adviser attrition. <b>Plus, <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>Find answers to all of the most frequently asked questions on DOL fiduciary rule</a>.</b>

By Greg Iacurci
RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 06, 2016
Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule

The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.

By Greg Iacurci
RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

By Mary Beth Franklin
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
RETIREMENT PLANNING OCT 05, 2016
Self-funding employee health care pays off for some small businesses

Estimates of saving $1,000 per employee per year for practices with at least 25 workers is enticing some firms to take on additional risk.

By Liz Skinner
RETIREMENT PLANNING OCT 05, 2016
Serving retirement-income clients a big challenge for financial advisers: study

By Grete Suarez
RETIREMENT PLANNING OCT 05, 2016
Renting out your second home could prove to be a gold mine

These three companies want to take care of all the work and maintain your property for you.

RETIREMENT PLANNING OCT 05, 2016
How to get what's yours from Medicare

Philip Moeller, co-author of the bestseller &quot;Get What's Yours: The Secrets to Maxing Out Your Social Security,&quot; discusses his new book on Medicare.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 05, 2016
MetLife seeks spinoff of U.S. unit after mulling IPO

At least 80.1% of the shares in the unit, Brighthouse Financial Inc., will be distributed to MetLife investors under the plan.

By Bloomberg
TAX OCT 04, 2016
Advisers call Trump prudent with taxes in avoiding years of payments

Tactics were legal, but some debate his use of 'fiduciary' in defending them. <b><i>(More: <a href="//www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Advisers sound off about who they are voting </i>against<i></a>)</b></i>

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 04, 2016
Sponsor of small 401(k) sued for losses tied to large 'patent troll' investment

Lawsuit argues plan wasn't diversified. Case doesn't fit prevailing litigation theme of targeting multibillion-dollar retirement plans for excessive fees.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES SEP 30, 2016
Attrition fears play into broker-dealers' hesitation to detail new commission schedules under DOL fiduciary rule

Some brokerages know what their new annuity commissions will be in response to the regulation. Why are they staying quiet? <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/fiduciary-faq&quot; target=&quot;_blank&quot;>The top FAQs on the DOL fiduciary rule</a>)</i></b>

By Greg Iacurci
MUTUAL FUNDS SEP 29, 2016
Expect higher than average capital-gains distributions this year: Morningstar

Long bull market, big outflows from active funds are the main culprits.

By John Waggoner
RETIREMENT PLANNING SEP 29, 2016
What a Trump or Clinton presidency would mean for your money

Here's a cheat sheet laying out the two main candidates' positions on issues including jobs, wages, taxes, Social Security and retirement.

By Bloomberg
RETIREMENT PLANNING SEP 29, 2016
Secrets for successfully retiring before 65

Three early retirees in their 30s and 40s share how they're making their money last.

By Bloomberg
RETIREMENT PLANNING SEP 28, 2016
More than half of the student-loan borrowers regret going into debt

Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.

By Grete Suarez
Social Security timing can affect Medicare premiums
RETIREMENT PLANNING SEP 28, 2016
Social Security timing can affect Medicare premiums

Should you claim Social Security now to avoid a Medicare premium hike?

By Mary Beth Franklin
Nationwide to buy Jefferson National
RETIREMENT PLANNING SEP 28, 2016
Nationwide to buy Jefferson National

The acquisition will expand the firm's ability to sell financial products through Jefferson National's network of 4,000 RIAs.

By Christine Idzelis
RETIREMENT PLANNING SEP 26, 2016
Social Security timing can affect Medicare premiums

Should clients claim Social Security now to avoid a Medicare premium hike?

By Mary Beth Franklin