Retirement

Displaying 11729 results
Market volatility raises the bar for retirement income savers
RETIREMENT PLANNING JUL 06, 2016
Market volatility raises the bar for retirement income savers

Lower interest rates also affect Social Security trust fund cushion.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 06, 2016
Finra panel directs N.J.'s Garden State Securities to pay damages to elderly investor

Finra directs the brokerage firm to pay $142,168 due to allegations of unsuitable investments and overtrading.

By Christine Idzelis
Social Security out of step with many modern families
RETIREMENT PLANNING JUL 06, 2016
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.

By Mary Beth Franklin
Ameritas to buy Guardian's 401(k) plan business
RETIREMENT PLANNING JUL 06, 2016
Ameritas to buy Guardian's 401(k) plan business

The life insurer is the latest record-keeping firm trying to build platform scale through acquisition.

By Greg Iacurci
This simple retirement spending strategy takes on the 4% rule
RETIREMENT PLANNING JUL 06, 2016
This simple retirement spending strategy takes on the 4% rule

Divide your age by 20 to ensure you won't outlive your savings.

By Mary Beth Franklin
SEC charges brothers with $2.7 million Ponzi scheme targeting elderly
RETIREMENT PLANNING JUL 06, 2016
SEC charges brothers with $2.7 million Ponzi scheme targeting elderly

Daniel Rivera allegedly ran a $2.7M phony real-estate venture targeting about 30 investors over six years.

By Christine Idzelis
EQUITIES JUL 05, 2016
BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.

By Jeff Benjamin
Legislation to impose financial transactions tax introduced
TAX JUL 01, 2016
Legislation to impose financial transactions tax introduced

The legislation, which would place a tax on stocks, bonds and derivatives trading, was rolled out now to elevate the issue in this fall's election.

By Mark Schoeff Jr.
Finra targets variable annuities as 'sweet spot' of scrutiny
LIFE INSURANCE AND ANNUITIES JUN 30, 2016
Finra targets variable annuities as 'sweet spot' of scrutiny

Following record MetLife fine, regulator says VAs are now at the core of their focus: complex products marketed to seniors.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 29, 2016
It's time to talk about aging and death with your parents

A new survey finds adult children are far less likely to say that these conversations should take place well before their parents retire or get sick.

By Bloomberg
401(k) providers see participant calls surge in wake of historic Brexit
RETIREMENT PLANNING JUN 29, 2016
401(k) providers see participant calls surge in wake of historic Brexit

Call volumes rose in the first few hours of trading Friday as investors tried to make sense of what Brexit means for their retirement accounts.

By Greg Iacurci
Social Security cost-of-living adjustment unlikely for 2017
RETIREMENT PLANNING JUN 29, 2016
Social Security cost-of-living adjustment unlikely for 2017

High-income retirees could see net benefits decline next year if Medicare premiums rise.

By Mary Beth Franklin
IRS rethinks rules for savings accounts to care for young people with disabilities
RETIREMENT PLANNING JUN 29, 2016
IRS rethinks rules for savings accounts to care for young people with disabilities

States get additional guidance on how to administer 529 ABLE plans.

By Liz Skinner
RETIREMENT PLANNING JUN 28, 2016
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute

The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.

By Greg Iacurci
RETIREMENT PLANNING JUN 28, 2016
How the sharing economy can help provide affordable housing in retirement

These alternatives to traditional living arrangements can help satisfy older Americans' requirements for affordable and accessible living spaces.

By Carol Marak
Small businesses less generous with 401(k) contributions: Vanguard
RETIREMENT PLANNING JUN 24, 2016
Small businesses less generous with 401(k) contributions: Vanguard

Almost 30% of small-business plans don't offer any sort of employer contribution.

By Greg Iacurci
Retirement calculators show 'dramatically different' results
RETIREMENT PLANNING JUN 24, 2016
Retirement calculators show 'dramatically different' results

Studies show publicly available retirement calculators shouldn't be taken at face value.

By Greg Iacurci
Pacific Life expands reach in term life insurance market through Genworth acquisition
LIFE INSURANCE AND ANNUITIES JUN 23, 2016
Pacific Life expands reach in term life insurance market through Genworth acquisition

The insurer is trying to expand outside the affluent market with the purchase of a tech platform.

By Greg Iacurci
RETIREMENT PLANNING JUN 23, 2016
The fate of your retirement could be determined by this election

New retirement-saving laws will face a challenge if incoming lawmakers are leery of mandates on employers.

By Bloomberg
RETIREMENT PLANNING JUN 23, 2016
How many marriages will really end in divorce?

Millennials have different attitudes toward marriage than their parents. But will they be better at keeping their vows?

By Bloomberg