Retirement

Displaying 11729 results
EQUITIES DEC 30, 2015
The junk-bond correction is not the next financial crisis

<i>Breakfast with Benjamin</i>: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.

By Jeff Benjamin
IRA ALERT DEC 30, 2015
Beware the early distribution penalty

By Ed Slott
EQUITIES DEC 29, 2015
Passive strategies put another mark in the win column in 2015

Plus: You ain't seen lame until you've seen Congress next year, money manager M&amp;A peaks, avoiding financial fraud, and how the rich get and stay rich

By Jeff Benjamin
Finra to seek a 'significant fine' from MetLife over variable annuity sales
BROKER DEALERS DEC 29, 2015
Finra to seek a 'significant fine' from MetLife over variable annuity sales

Regulator focuses on potential violations regarding misrepresentations, suitability, and supervision

By Bloomberg
Clients need prep for long-term care
RETIREMENT PLANNING DEC 28, 2015
Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

By Jamie Hopkins
RETIREMENT PLANNING DEC 28, 2015
2016 could be a good year for women looking to buy real estate

Single female homebuyers are poised to make a comeback, particularly in cities where their salaries are rising faster than those of single men.

By Bloomberg
Congress set to make popular tax breaks permanent
REGULATION AND LEGISLATION DEC 28, 2015
Congress set to make popular tax breaks permanent

Advisers were pleasantly surprised by the tax package that will provide them more certainty when planing long-term for clients.

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 23, 2015
Retirement readiness improves, but most Americans' savings still fall short

More than half of Americans are still at risk of being unprepared to completely cover essential living expenses in retirement.

By Mary Beth Franklin
New bills aim to stop DOL fiduciary rule
RETIREMENT PLANNING DEC 23, 2015
New bills aim to stop DOL fiduciary rule

New bipartisan legislation would quash a Labor Department proposal to strengthen investment advice standards for retirement accounts.

By Mark Schoeff Jr.
Fiduciary liability unclear when selecting and monitoring default retirement investments
RETIREMENT PLANNING DEC 23, 2015
Fiduciary liability unclear when selecting and monitoring default retirement investments

Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.

By Blaine F. Aikin
RETIREMENT PLANNING DEC 23, 2015
Boeing settlement underscores advisers' 401(k) responsibility

As excessive-fee suits are poised to move down market, advisers should pay attention to teachings of 401(k) suits such as Boeing's.

By Greg Iacurci
RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What investors need to consider

There are subtleties that could have big tax implications.

By Greg Iacurci
RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What to consider for clients

There are subtleties that could have big tax implications for clients.

By Greg Iacurci
RETIREMENT PLANNING DEC 21, 2015
Here's proof the rich really are getting richer

This city ranking shows where the difference between the top 20% of wage earners and the bottom 20% is most prominent.

By Bloomberg
RETIREMENT PLANNING DEC 21, 2015
Will companies start paying employees to relocate?

As Facebook offers its workers $10,000 to move closer, other businesses face hurdles before the practice becomes widespread.

By Bloomberg
RETIREMENT PLANNING DEC 21, 2015
Get your 0% credit card balance transfer offer before it's gone

As the prime rate set by banks goes up, companies may raise fees or restrict offers.

By Bloomberg
RETIREMENT PLANNING DEC 20, 2015
Roskam anticipates House approval of bill to stop DOL fiduciary rule

The author of legislation that would halt the Labor Department's fiduciary rule anticipates the measure will make it at least to the House floor.

By Mark Schoeff Jr.
Are state-run retirement plans a good deal for private-sector workers?
RETIREMENT PLANNING DEC 20, 2015
Are state-run retirement plans a good deal for private-sector workers?

Not only would state-run plans undermine existing healthy competitive private markets for retirement plan products and services, but they are not be a good deal for American workers.

By Dale Brown
The case for why the DOL fiduciary rule won't kill IRA rollovers
RETIREMENT PLANNING DEC 20, 2015
The case for why the DOL fiduciary rule won't kill IRA rollovers

Despite what opponents say, IRA rollovers will likely withstand implementation of the fiduciary rule.

By Greg Iacurci
Retirees to benefit from Fed's historic rate move
RETIREMENT PLANNING DEC 19, 2015
Retirees to benefit from Fed's historic rate move

Higher yield on bonds and CDs, higher annuity payouts, will provide tailwind to retirees.

By Greg Iacurci