Retirement

Displaying 11729 results
RETIREMENT PLANNING JUN 03, 2016
Serving as trustee could put you at risk

When things go awry among family members or with the assets held in trust, trustees can get sued

By Michael J. Gill, Richard Campbell and Kathleen M. Przywara
RETIREMENT PLANNING JUN 02, 2016
Plan to keep working into your 70s? You're not alone

More Americans with jobs say they plan on being septuagenarian employees, but working longer has its drawbacks.

By Bloomberg
RETIREMENT PLANNING JUN 02, 2016
How credit access affects your job search

The more access to credit unemployed people have, the choosier they are about the jobs they take. But is that a good thing?

By Bloomberg
Retirees need 70% of income, but most live on less
RETIREMENT PLANNING JUN 01, 2016
Retirees need 70% of income, but most live on less

Plus, new research also identifies in which states retirees fare best and worst.

By John Waggoner
Excessive-fee suit targeting $9 million 401(k) plan could be 'harbinger' for industry
RETIREMENT PLANNING MAY 31, 2016
Excessive-fee suit targeting $9 million 401(k) plan could be 'harbinger' for industry

Lawsuit is perhaps the first example targeting small retirement plans.

By Greg Iacurci
Massachusetts investment adviser Gregg Caplitz sentenced to prison for fraud, SEC says
RIAS MAY 31, 2016
Massachusetts investment adviser Gregg Caplitz sentenced to prison for fraud, SEC says

He pitched a fictitious hedge fund to investors and used their money for his personal benefit

By Christine Idzelis
EQUITIES MAY 29, 2016
Permanent 100% exclusion of small business gains a long-term tax advantage

Exclusion for qualified stock will be a big draw for investors to reconsider C corps.

By Jennifer Friedman
RETIREMENT PLANNING MAY 29, 2016
To pay income taxes now or later, that is the IRA question

Answers are related to an individual's current and expected future tax circumstances.

By John M. Davis
RETIREMENT PLANNING MAY 29, 2016
Retiree medical expenses could outpace Social Security benefits in 20 years

Your clients could be under saving for their real retirement income needs.

By Mary Beth Franklin
EQUITIES MAY 27, 2016
Small-cap stocks gaining momentum while rates stay low

<i>Breakfast with Benjamin</i> Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.

By Jeff Benjamin
RETIREMENT PLANNING MAY 26, 2016
Top metro areas for college grads

These areas have the most job openings, available rental units and fellow college grads.

By Bloomberg
Robo platforms create a new headache for human advisers: wash sales
EQUITIES MAY 26, 2016
Robo platforms create a new headache for human advisers: wash sales

Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.

By Jeff Benjamin
Retirees need 70% of their pre-retirement income but most live on less: Bankrate
RETIREMENT PLANNING MAY 26, 2016
Retirees need 70% of their pre-retirement income but most live on less: Bankrate

By John Waggoner
RETIREMENT PLANNING MAY 25, 2016
Longer lifespans lead to multiple goals beyond retirement

Although baby boomers who are in or near retirement may stick to more traditional timetables, younger individuals may chafe at the idea of retiring at 65 to play golf.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 25, 2016
Longevity may alter financial planning

Longer lifespans create multiple goals beyond retirement.

By Mary Beth Franklin
Prince's death sets off estate planning quagmire
RETIREMENT PLANNING MAY 25, 2016
Prince's death sets off estate planning quagmire

A complicated process to value the music icon's estate hinges on future royalties.

By Greg Iacurci
Tweaks to final DOL fiduciary rule help ease implementation without sacrificing core principles
RETIREMENT PLANNING MAY 25, 2016
Tweaks to final DOL fiduciary rule help ease implementation without sacrificing core principles

Significant changes to the rule address practical impediments, proving DOL good on its word.

By Blaine F. Aikin
RETIREMENT PLANNING MAY 24, 2016
Long-term-care insurance market sees rapid decline

A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?

By Greg Iacurci
RETIREMENT PLANNING MAY 24, 2016
The Fiduciary Journey

The assistant Labor Secretary used her moxie, her might and her friends in high places to raise the standards for providing retirement advice. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>The fiduciary rule covered from every angle</a>)</b></i>

By Mark Schoeff Jr.
Fidelity sued by Delta 401(k) participants over alleged fiduciary breach
RETIREMENT PLANNING MAY 23, 2016
Fidelity sued by Delta 401(k) participants over alleged fiduciary breach

Claim alleges Fidelity 'wanted a piece of the action' when Financial Engines was hired to provide plan advice.

By Robert Steyer