Retirement

Displaying 11721 results
Companies from Facebook to JPMorgan squeeze 401(k) plans
RETIREMENT PLANNING AUG 05, 2015
Companies from Facebook to JPMorgan squeeze 401(k) plans

Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules.

By Gregory Crawford
RETIREMENT PLANNING AUG 04, 2015
Why stepchildren are more likely to feud over the family fortune

Blended families face increased risks for fights over money, survey shows.

By Bloomberg
RETIREMENT PLANNING AUG 03, 2015
The critical retirement cost many advisers aren't discussing with clients

Transportation is one of the highest expenditures for older Americans, yet many advisers aren't pushing the mobility conversation with clients.

By Greg Iacurci
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES AUG 03, 2015
New life insurance study debunks 'buy term, invest the difference'

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 31, 2015
Expert tips for buying a private island — and upgrading its amenities

Creating your own private-island paradise is doable, but it won't be easy, warns expert developer Doug Kulig.

By Bloomberg
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

By Jeff Benjamin
RETIREMENT PLANNING JUL 30, 2015
Warning: You may be overexposed to stocks in your retirement plan

Older workers may be taking on more risk than they realize, says Fidelity.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
Trump sells NYC penthouse for $21M, 40% under initial list price

The five-bedroom, seven-and-a-half-bath Park Avenue apartment spanning the entire 24th floor has a private elevator, floor-to-ceiling windows, Italian brass doorknobs, marble baths and a windowed chef's kitchen.

By Bloomberg
RETIREMENT PLANNING JUL 30, 2015
What Bobbi Kristina Brown's death can teach us about estate planning

The tragedy of Whitney Houston's daughter is even more heartbreaking because poor planning played such a critical role.

By by Danielle and Andy Mayoras
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius
RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
Under regulatory pressure, Voya restricts sales of more variable annuities
RETIREMENT PLANNING JUL 28, 2015
Under regulatory pressure, Voya restricts sales of more variable annuities

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.

By Trevor Hunnicutt
New study says 'buy term, invest the difference' is bunk when it comes to life insurance
RETIREMENT PLANNING JUL 28, 2015
New study says 'buy term, invest the difference' is bunk when it comes to life insurance

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
IRA ALERT JUL 28, 2015
Consider a Roth IRA to supercharge your college-saving efforts

The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.

By Ed Slott
What investors need to know about portability to avoid tax pitfalls
RETIREMENT PLANNING JUL 28, 2015
What investors need to know about portability to avoid tax pitfalls

New IRS rules mean that you may want to seek out more tax-planning guidance.

By Liz Skinner