Retirement

Displaying 11729 results
How to become a Social Security expert
RETIREMENT PLANNING MAY 12, 2016
How to become a Social Security expert

Training programs available for various levels of experience and interest.

By Mary Beth Franklin
Obama daughter set for gap year before Harvard, but it's not for everyone
RETIREMENT PLANNING MAY 12, 2016
Obama daughter set for gap year before Harvard, but it's not for everyone

Financial advisers say taking a year off needs to be structured to pay off.

By Liz Skinner
RETIREMENT PLANNING MAY 11, 2016
Think twice before you co-sign for a loan or credit card

Survey shows that 38% of co-signers had to make payments and 28% ended up damaging their credit scores.

By Bloomberg
RETIREMENT PLANNING MAY 11, 2016
Who loses the most sleep over money — men or women?

A new survey delves into what Americans worry about most: saving for retirement, paying for education, paying health-care or insurance bills, making the monthly rent or mortgage or paying credit card debt.

By Bloomberg
IRA ALERT MAY 11, 2016
On death, divorce and retirement

By Ed Slott
Retirees just want to have fun
RETIREMENT PLANNING MAY 10, 2016
Retirees just want to have fun

Unprecedented free time in retirement will be a boon for the leisure industry.

By Bloomberg
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule
RETIREMENT PLANNING MAY 10, 2016
Market turmoil poses risk to brokers going fee-based in wake of DOL fiduciary rule

Many see the new regulation speeding up a shift toward fee-based relationships as commissions become increasingly scrutinized for conflicts.

By Christine Idzelis
Social Security clarifies guidance on claiming rules at 11th hour
RETIREMENT PLANNING MAY 10, 2016
Social Security clarifies guidance on claiming rules at 11th hour

Watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.

By Mary Beth Franklin
Labor Secretary Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals
RETIREMENT PLANNING MAY 10, 2016
Labor Secretary Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals

Thomas Perez gets high marks for guiding the fiduciary rule through the regulatory shoals, but supporters question whether he gave away too much.</br><b><i>(More coverage: <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>Everything you need to know on the DOL fiduciary rule</a>)</b></i>

By Mark Schoeff Jr.
Why advisers need to talk to clients differently about life insurance
OPINION MAY 08, 2016
Why advisers need to talk to clients differently about life insurance

Give clients an alternative to the auto-industry-like life insurance industry operating system

By Barry Flagg
How to help clients save big bucks on health and Medicare costs in retirement
RETIREMENT PLANNING MAY 06, 2016
How to help clients save big bucks on health and Medicare costs in retirement

Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.

By Greg Iacurci
Legg Mason seizes on states' fervor with an IRA program for small businesses
RETIREMENT PLANNING MAY 06, 2016
Legg Mason seizes on states' fervor with an IRA program for small businesses

The asset manager, along with a few partners, is playing off the retirement coverage gap and states' growing interest in launching similar programs.

By Greg Iacurci
RETIREMENT PLANNING MAY 06, 2016
SEC charges four with free-dinner scheme in Florida that fraudulently targeted the elderly

A large portion of the money raised was never invested, the SEC alleged.

By Christine Idzelis
RETIREMENT PLANNING MAY 06, 2016
Workers and employers would be forced to save 3% of pay under new retirement proposal

Private equity exec Tony James and economist Teresa Ghilarducci advocate for a national retirement system starkly different from our current one.

By Greg Iacurci
RETIREMENT PLANNING MAY 05, 2016
Prince estate: Trouble brewing and still no will

The famed musician's estate faces many complications if he truly died with neither a will nor a trust.

By Bloomberg
RETIREMENT PLANNING MAY 04, 2016
Hedge funds face their Uber moment

<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.

By Jeff Benjamin
Broker-dealers could see higher share of fixed indexed annuity sales thanks to DOL fiduciary rule
RETIREMENT PLANNING MAY 04, 2016
Broker-dealers could see higher share of fixed indexed annuity sales thanks to DOL fiduciary rule

Selling through independent insurance agents, currently the largest distribution channel for FIAs, will expose insurers to more liability than they may care for.

By Greg Iacurci
RETIREMENT PLANNING MAY 04, 2016
Who gets custody of the family dog after a divorce?

While the law sees pets as property, emotional attachment can turn them into valuable bargaining chips in divorce negotiations.

By Bloomberg
House Democrats call for mandatory auto-enroll retirement plans at federal contractors
RETIREMENT PLANNING MAY 03, 2016
House Democrats call for mandatory auto-enroll retirement plans at federal contractors

Congress members tell Obama such an executive order would help some of the nearly half of U.S. workers who don't have access to a retirement program on the job.

By Mark Schoeff Jr.
Risk-averse millennials relying on parents for financial support, UBS survey shows
RIAS MAY 03, 2016
Risk-averse millennials relying on parents for financial support, UBS survey shows

They hold twice as much cash as boomers and only 29% are happy with their portfolios

By Christine Idzelis