Retirement

Displaying 11729 results
3 essential personality traits for becoming a billionaire
RETIREMENT PLANNING MAR 07, 2016
3 essential personality traits for becoming a billionaire

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires “of old” and today.

By John Mathews
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
RETIREMENT PLANNING MAR 07, 2016
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule

Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.

By Greg Iacurci
Peyton Manning's happy retirement hinges on good planning, smart decisions
RETIREMENT PLANNING MAR 07, 2016
Peyton Manning's happy retirement hinges on good planning, smart decisions

Athletes need to save during short careers to pay for long retirements.

By Liz Skinner
Why the Social Security file-and-suspend strategy isn't for everyone
RETIREMENT PLANNING MAR 04, 2016
Why the Social Security file-and-suspend strategy isn't for everyone

Just because you are eligible, doesn't mean this claiming strategy is right for you.

By Mary Beth Franklin
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security
RETIREMENT PLANNING MAR 04, 2016
Where Hillary Clinton, Donald Trump and the candidates stand on Social Security

Next president should tackle retirement program reform.

By Mary Beth Franklin
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny
RETIREMENT PLANNING MAR 04, 2016
Not just the DOL: Retirement plan advisers must prepare for increased SEC scrutiny

SEC now digging into rollover advice, other aspects of conflicts relating to retirement accounts

By Blaine F. Aikin
For survivor benefits, timing is everything under new Social Security rules
RETIREMENT PLANNING MAR 03, 2016
For survivor benefits, timing is everything under new Social Security rules

The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.

By Mary Beth Franklin
Oracle Corp. 401(k) plan targeted for excessive fees
RETIREMENT PLANNING MAR 03, 2016
Oracle Corp. 401(k) plan targeted for excessive fees

Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.

By Greg Iacurci
RETIREMENT PLANNING MAR 02, 2016
Could employers be the antidote to your student loan burden?

The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.

By Bloomberg
Commonwealth ceases sale of some variable annuities
LIFE INSURANCE AND ANNUITIES MAR 01, 2016
Commonwealth ceases sale of some variable annuities

Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.

By Greg Iacurci
RETIREMENT PLANNING MAR 01, 2016
This app helps you collect money from your ex — without having to talk to them

With SupportPay, parents can upload a receipt, send the ex a bill, and “never have a conversation,” according to the company's founder.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 29, 2016
MetLife wins court ruling to remove 'too big to fail' label

Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.

By Bloomberg
OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

By Scott Stolz
Qualified charitable distributions not always the best way to give
TAX FEB 29, 2016
Qualified charitable distributions not always the best way to give

While a QCD can provide a real tax benefit to some IRA owners, in most cases keeping the RMD and giving appreciated securities to charity will be a better tax strategy.

By Tim Steffen
MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

By Liz Skinner
EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

By Jeff Benjamin
RETIREMENT PLANNING FEB 26, 2016
Rising home prices put a damper on aspirational online real estate searches

Traditionally, buyers browsing online listings have looked at homes that cost more than they are planning to spend, but that has changed in some pricey markets.

By Bloomberg
Social Security issues new guidelines for popular file-and-suspend strategy
RETIREMENT PLANNING FEB 26, 2016
Social Security issues new guidelines for popular file-and-suspend strategy

Updated April 29 deadline looms for those who want to take advantage of current rules.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 25, 2016
Couple files Finra arbitration claim against Morgan Stanley in connection with energy investment

Attorney claims his clients lost more than $100,000 as U.S. oil prices collapsed.

By Christine Idzelis
RETIREMENT PLANNING FEB 25, 2016
Why it's more difficult than ever to trust financial advisers

A new working paper by business school professors at the University of Chicago and University of Minnesota found that 7% of advisers have been disciplined for misconduct.

By Bloomberg