Retirement

Displaying 11717 results
TAX AUG 14, 2014
What's next for Robin Williams' family?

Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.

By Danielle and Andy Mayoras
RETIREMENT PLANNING AUG 14, 2014
How Robin Williams' estate plan aimed to protect his family

The comedian apparently used sophisticated estate planning techniques to provide for his children.

By Danielle and Andy Mayoras
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind
RETIREMENT PLANNING AUG 14, 2014
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

By Darla Mercado
TAX AUG 13, 2014
Advisers beware: Corporate inversions could mean higher tax bills for your clients

Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES AUG 13, 2014
Variable annuity scam architect settles with SEC, admits to wrongdoing

As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

By Darla Mercado
RIAS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
RETIREMENT PLANNING AUG 12, 2014
Vanguard passes Fidelity to become No. 1 in 401(k) assets

Stock market rally in 2013 helped boost numbers; Fidelity remains tops in 401(k) recordkeeping assets.

By Gregory Crawford
RETIREMENT PLANNING AUG 11, 2014
Social Security: What professional women need to know

The right claiming strategy can significantly increase lifetime benefits

By Mary Beth Franklin
RETIREMENT PLANNING AUG 11, 2014
Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

By Minda Smiley
BROKER DEALERS AUG 11, 2014
Ladenburg Thalmann acquires insurance brokerage

By Bloomberg
RETIREMENT PLANNING AUG 11, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

By Darla Mercado
RETIREMENT PLANNING AUG 11, 2014
Retirement savers' fund fees move lower: ICI

A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower &#8212; but investors still may not be getting a good deal.

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 10, 2014
401(k) fiduciary breach lawsuit heads to the Supreme Court

Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.

By Darla Mercado
IRA ALERT AUG 10, 2014
Heed custodian's asset allowances

By Ed Slott
RETIREMENT PLANNING AUG 10, 2014
Lockheed Martin retirement plan case gets trial date

Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.

By Darla Mercado
RETIREMENT PLANNING AUG 08, 2014
An unexpected death brings Social Security questions

One question to ask: After the death of a spouse, are you goals still the same for your monthly benefit?

By Mary Beth Franklin
RETIREMENT PLANNING AUG 08, 2014
This week's top stories for advisers

By Andrew Leigh
RETIREMENT PLANNING AUG 08, 2014
Little has changed in health of Social Security system

Projected shortfalls still a concern in updated report

By Mary Beth Franklin
RETIREMENT PLANNING AUG 08, 2014
Secrets for getting high earners to save more through retirement plans

These retirement plan designs can help highly-paid employees sock away more for retirement and reduce their tax burden

By Darla Mercado
RETIREMENT PLANNING AUG 08, 2014
Can an adviser affiliated with an insurance company be fee only? Yes.

State rules on insurance affiliation complicate fee-only status for some CFPs.

By Mark Schoeff Jr.