Retirement

Displaying 11718 results
RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

By Trevor Hunnicutt
Is OPEC about to flinch and cut oil production?
RIAS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin
BROKER DEALERS FEB 23, 2015
Raft of new annuity products has broker-dealers scrambling to train reps

As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.

By Darla Mercado
Fidelity records massive profit, despite fund outflows
RIAS FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 23, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

By Darla Mercado
Getting smarter investors to move beyond an “offense-only” approach
EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

By Michael Russo
LIFE INSURANCE AND ANNUITIES FEB 22, 2015
The leading variable annuities with living benefits

By Andrew Leigh
How to better estimate life expectancy
OPINION FEB 22, 2015
How to better estimate life expectancy

Gauging how long your clients will live has major consequences for retirement planning.

By David Blanchett
Social Security rules for divorced public employees
RETIREMENT PLANNING FEB 20, 2015
Social Security rules for divorced public employees

Benefit reductions apply only to workers who did not pay FICA taxes.

By Mary Beth Franklin
Nine tax-saving apps for advisers
PRACTICE MANAGEMENT FEB 20, 2015
Nine tax-saving apps for advisers

Put down your box of receipts and check out these tools.

By Darla Mercado
Solutions to key challenges of modern retirement
RETIREMENT PLANNING FEB 20, 2015
Solutions to key challenges of modern retirement

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

By Mary Beth Franklin
The case for automatic IRAs
RETIREMENT PLANNING FEB 20, 2015
The case for automatic IRAs

Opposing state efforts to roll out auto retirement plans is disappointing at the least.

By Gregory Crawford
RETIREMENT PLANNING FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2015
Mr. Cub's will lists caregiver as sole heir, sparking court battle

Central questions, as in many such cases, will be whether Ernie Banks was of sound mind

By Danielle and Andy Mayoras, Guest Contributors
Advisers wary but cool in light of TurboTax refund debacle
TAX FEB 19, 2015
Advisers wary but cool in light of TurboTax refund debacle

Keep calm, but stay vigilant when filing your taxes.

By Darla Mercado
RETIREMENT PLANNING FEB 19, 2015
A crash course on Social Security benefits for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

By Mary Beth Franklin
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
RETIREMENT PLANNING FEB 18, 2015
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

By Darla Mercado
RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
Testing Social Security 'what if' scenarios
RETIREMENT PLANNING FEB 18, 2015
Testing Social Security 'what if' scenarios

Advisers ask what happens to benefits when clients retire before 62.

By Mary Beth Franklin