Retirement

Displaying 11717 results
BROKER DEALERS JAN 13, 2015
Robert Benmosche remembered as tenacious, fair by colleagues

Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.

By Bloomberg
Custom target date funds gaining in DC plans: Report
RETIREMENT PLANNING JAN 13, 2015
Custom target date funds gaining in DC plans: Report

DOL tip in 2013 prompts plans to take a look at how the funds fit.

By Robert Steyer
House GOP targets Social Security funding
RETIREMENT PLANNING JAN 13, 2015
House GOP targets Social Security funding

House Republicans flexed their muscles during the first week of the new session of Congress, setting up a future fight over Social Security funding that will probably take shape in the lame-duck session after the 2016 elections.

By Mary Beth Franklin
The new variable and indexed annuity leaders
BROKER DEALERS JAN 13, 2015
The new variable and indexed annuity leaders

Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.

By Darla Mercado
RETIREMENT PLANNING JAN 12, 2015
Creative way to get clients to save more: Offer a prize

Research suggests savings increase when people are given a chance to win.

By Liz Skinner
Automated tools help you claim Social Security
RETIREMENT PLANNING JAN 12, 2015
Automated tools help you claim Social Security

LifeYield tool, offered through Quicken, is latest to target investors

By Mary Beth Franklin
RETIREMENT PLANNING JAN 12, 2015
Finding solutions to the 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
Hedge fund employees enjoy the fruits of their labor
EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

By Jeff Benjamin
Social Security's special tax rule for repaying benefits
RETIREMENT PLANNING JAN 12, 2015
Social Security's special tax rule for repaying benefits

Amount of repayment determines method.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 12, 2015
Powerful GOP senator to defend retirement tax incentives

Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.

By Mark Schoeff Jr.
Your next client? Meet the six-figure skilled laborer
RETIREMENT PLANNING JAN 11, 2015
Your next client? Meet the six-figure skilled laborer

Advisers: There's a client market where your help is sorely needed &#8212; it's called skilled labor, and it could see a bump in the ranks.

By Darla Mercado
New cost-basis rules for options
TAX JAN 11, 2015
New cost-basis rules for options

Problems can arise because of a gap between tax laws and what a broker must report to clients.

By Robert N. Gordon
Key Supreme Court case leaves union retiree health care benefits up in the air
RETIREMENT PLANNING JAN 09, 2015
Key Supreme Court case leaves union retiree health care benefits up in the air

Don't assume retiree health care benefits provided by companies are forever.

By Darla Mercado
Slow start to Obama's grand 'MyRA' retirement savings program
RETIREMENT PLANNING JAN 09, 2015
Slow start to Obama's grand 'MyRA' retirement savings program

Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.

By Bloomberg
Nobody can accuse Bill Gross of not eating his own cooking
EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
IRA ALERT JAN 09, 2015
2015 resolution: Avoid 60-day rollovers

Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.

By Ed Slott
RETIREMENT PLANNING JAN 09, 2015
How Social Security cost-of-living adjustments change benefits this year

Retiree benefits increase and so do taxes for high-income workers.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 09, 2015
The 401(k) gender gap: Women are saving more than men

Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

By Bloomberg
IRS budget cuts mean fewer audits, delayed refunds
RETIREMENT PLANNING JAN 08, 2015
IRS budget cuts mean fewer audits, delayed refunds

'A devastating erosion of service' at the agency over the past five years, according to the national taxpayer advocate

By Bloomberg
Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

By Darla Mercado