Retirement

Displaying 11721 results
EQUITIES AUG 19, 2015
The Fed's quantitative easing experiment gets a failing grade

<i>Breakfast with Benjamin:</i> A Fed official put some of the central bank's post-financial crisis actions under a magnifying glass and found they have done little to boost the economy.

By Jeff Benjamin
Delaying Social Security may boost Medicare costs
RETIREMENT PLANNING AUG 19, 2015
Delaying Social Security may boost Medicare costs

Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.

By Mary Beth Franklin
Then and now: A look back at Social Security's 80-year history
RETIREMENT PLANNING AUG 18, 2015
Then and now: A look back at Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

By Mary Beth Franklin
TAX AUG 18, 2015
Wealthy want more than a tax break from charitable donations

Wealthy Americans think more strategically about their charitable gifting than one might expect. About three-quarters of donors in a new survey said driving forces included an interest in lowering capital gains taxes or being able to give more to charities by using donor advised funds.

By Liz Skinner
RETIREMENT PLANNING AUG 17, 2015
Don't wait 'til year-end to focus on tax-management strategies

Take action now and proactively follow these tax tips rather than waiting until it's too late.

By Joyce Schnur
RETIREMENT PLANNING AUG 17, 2015
Eight ways to get your retirement finances in shape now

Here's how you can create a Plan B to relying on Social Security.

By Bloomberg
RETIREMENT PLANNING AUG 17, 2015
How wealthy young heirs are learning to buy art

Some parents or grandparents require heirs to take a financial education curriculum before telling them how wealthy they are and what they will inherit.

By Bloomberg
Asset managers beat the bushes to woo reclusive family offices
RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

By Bloomberg
RETIREMENT PLANNING AUG 14, 2015
Could private equity become your next retirement investment?

Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.

By Bloomberg
RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

By Jeff Benjamin
Double whammy: Potential lack of COLA could mean higher Medicare premiums
OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

By Peter Stahl
RETIREMENT PLANNING AUG 13, 2015
The biggest obstacle for states looking to launch auto-IRAs

Would ERISA preempt states' IRA efforts, given federal responsibility for ERISA-regulated employee benefit plans?

By Blaine F. Aikin
How to not get gobbled up when the next bear market arrives
EQUITIES AUG 12, 2015
How to not get gobbled up when the next bear market arrives

<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.

By Jeff Benjamin
Don't wait till year-end to offer tax tips to high-net-worth clients
PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

By Joyce Schnur
EQUITIES AUG 12, 2015
Which presidential candidate is most like you

By Ellie Zhu
Perez says DOL fiduciary debate shifts from whether to how
RETIREMENT PLANNING AUG 12, 2015
Perez says DOL fiduciary debate shifts from whether to how

The Secretary of Labor told lawmakers on Tuesday that the conversation has shifted to focus on how to make a new standard work.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 11, 2015
Hamptons charity polo match leads to discovery of squatter

A friend of Alibaba President J. Michael Evans, the former Goldman Sachs vice chairman, and his wife, found a strange man making sandwiches in the couple's new house.

By Bloomberg
RETIREMENT PLANNING AUG 11, 2015
Lessons from Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

By Mary Beth Franklin
DOL to launch marathon of hearings on fiduciary rule
RETIREMENT PLANNING AUG 11, 2015
DOL to launch marathon of hearings on fiduciary rule

The four-day event, featuring 75 witnesses from all sides of the debate testifying on panels together, could get heated.

By Mark Schoeff Jr.
SEC commissioner: DOL fiduciary rule would create 'a mess'
RETIREMENT PLANNING AUG 11, 2015
SEC commissioner: DOL fiduciary rule would create 'a mess'

Daniel Gallagher Jr. says the agency should stand down and not finalize rulemaking.

By Mark Schoeff Jr.