Retirement

Displaying 11724 results
RETIREMENT PLANNING SEP 30, 2015
Health care costs for retired couples climb 11% over 2014: Fidelity

65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
RETIREMENT PLANNING SEP 30, 2015
Health benefits: Here's what you need to know to make the most of them

This is how to wade through the alphabet soup of HDHPs, HSAs, FSAs and more.

By Bloomberg
Wagner bill to stop DOL fiduciary up for a vote this week
RETIREMENT PLANNING SEP 30, 2015
Wagner bill to stop DOL fiduciary up for a vote this week

A House committee will take up the measure Wednesday, but Rep. Ann Wagner says it isn't clear when it would come before the full House and how much bipartisan support it would garner.

By Greg Iacurci
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions
RETIREMENT PLANNING SEP 30, 2015
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions

Alicia Munnell, a longtime critic of 401(k) plans, says she will no longer deride defined contribution plans for producing less savings than a traditional pension.

By Greg Iacurci
Social Security filing tip: Don't let clients file early
RETIREMENT PLANNING SEP 30, 2015
Social Security filing tip: Don't let clients file early

Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.

By Bloomberg
If Obama holds firm, here's what the DOL fiduciary rule will end up looking like
RETIREMENT PLANNING SEP 30, 2015
If Obama holds firm, here's what the DOL fiduciary rule will end up looking like

Expect language that would brighten the line between education and advice, and expand the list of permissible assets for retirement plans, to name a few.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2015
DOL poised to advance final fiduciary rule

Politico reports the measure will move to the Office of Management and Budget by Jan. 31, setting the stage for finalization.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2015
Legislation to replace DOL fiduciary could be tied to must-pass bill to keep government open

Lawmakers could write legislation within days — and attach it to a must-pass spending bill — that would replace the Labor Department's pending rule to raise investment advice standards for retirement accounts, effectively killing it.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 29, 2015
The details you don't know about Social Security but should

A study finds the vast majority of future retirees risk leaving thousands of dollars in benefits on the table each year due to their lack of knowledge.

By Mary Beth Franklin
House Democrats seek changes to DOL fiduciary rule
RETIREMENT PLANNING SEP 29, 2015
House Democrats seek changes to DOL fiduciary rule

Ten representatives send letter calling on the agency to fix problems with exemptions for compensation practices and investor education.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 28, 2015
SEC cracks down on advisers' access to clients' outside accounts

As part of its focus on custody violations, the SEC is examining cases in which clients give advisers their usernames and passwords.

By Mark Schoeff Jr.
RETIREMENT PLANNING SEP 28, 2015
Seniors squeezed by no Social Security increase

Official inflation measure ignores retirees' biggest costs; Medicare hike a focus

By Mary Beth Franklin
Seniors squeezed by no Social Security increase
RETIREMENT PLANNING SEP 28, 2015
Seniors squeezed by no Social Security increase

2016 will mark the third time that seniors have received no increase in Social Security benefits since automatic COLAs were enacted by Congress in 1975. The first two times were in 2010 and 2011.

By Mary Beth Franklin
EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

By Jeff Benjamin
RETIREMENT PLANNING SEP 28, 2015
How millennials can balance debt reduction and retirement savings

Students are graduating with more debt than ever before, but they should make sure they don't neglect their retirement savings.

By Greg Iacurci
RETIREMENT PLANNING SEP 28, 2015
Social Security rules for divorced spouses are complex — here's what you need to know

For example, you must be single to collect spousal benefits on an ex.

By Mary Beth Franklin
Complex Social Security rules for divorced spouses
RETIREMENT PLANNING SEP 28, 2015
Complex Social Security rules for divorced spouses

You must be single to collect spousal benefits on an ex.

By Mary Beth Franklin
Social Security benefits for remarried widows and widowers
RETIREMENT PLANNING SEP 28, 2015
Social Security benefits for remarried widows and widowers

Remarriage at age 60 or later preserves the right to survivor benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 27, 2015
Gen X lags boomer generation in retirement savings: Study

Younger adults can't use their parents' generation as a sound template for their retirement savings.

By Greg Iacurci
RETIREMENT PLANNING SEP 25, 2015
Dead-broke millennials will bring in higher fees than sought-after boomers

The difference between traditional wealth management and robo-advisers boils down to the latter's ability to realize the future potential earnings power of millennials despite their current cash-strapped state.

By Jessica Rabe