Retirement

Displaying 11717 results
RETIREMENT PLANNING JUN 20, 2014
Sting has a reported $300M, but will limit kids' inheritance

Joining a chorus of wealthy parents, the musician says too much money might turn out to be an albatross for his children.

By Liz Skinner
RETIREMENT PLANNING JUN 20, 2014
How long must clients be married to collect Social Security on each other? It depends

Rules differ for those currently married, widows/widowers and the divorced

By Mary Beth Franklin
RETIREMENT PLANNING JUN 20, 2014
Social Security benefits and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate.

By Mary Beth Franklin
SSA starts paying benefits to married gay couples, but questions remain
RETIREMENT PLANNING JUN 20, 2014
SSA starts paying benefits to married gay couples, but questions remain

Social Security encourages people to apply for spousal benefits even with uncertainties.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 19, 2014
Do-over: Fix the mistake you made claiming Social Security

There are remedies, though you may not like them.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

By Ari I. Weinberg
RETIREMENT PLANNING JUN 18, 2014
Retirees suffer as brokers cash in on 401(k) rollover boom

Some brokers may have moved clients into inappropriate investments as they moved money into higher-fee IRAs.

By Gregory Crawford
RETIREMENT PLANNING JUN 18, 2014
Workplaces offer help claiming Social Security

Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same

By Mary Beth Franklin
Charitable giving rises and closes in on 2007 record
RETIREMENT PLANNING JUN 18, 2014
Charitable giving rises and closes in on 2007 record

In 2013, U.S. adults donated $1,016 per capita, and some research suggests people want to give more.

By Alessandra Malito
RETIREMENT PLANNING JUN 18, 2014
Social Security support tools a big hit with financial advisers

Nationwide unwraps free access to Social Security Timing software.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 18, 2014
The retirement apocalypse that isn't coming

Retirement isn't going the way of the carrier pigeon. Innovative retirement plans and new policies and products point to a future richer than many workers imagine.

By Gregory Crawford
LIFE INSURANCE AND ANNUITIES JUN 18, 2014
Life insurers show their hands with new VA filings

Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUN 18, 2014
Variable annuity sales drop in 1Q and new leaders emerge

Decisions to moderate sales volume in recent years has caused changes for the bigger players

By Darla Mercado
RETIREMENT PLANNING JUN 17, 2014
How Hillary and Bill Clinton avoid estate taxes

Longtime supporters of the tax, they are using the strategies common to the wealthy to reduce theirs.

By Elizabeth MacBride
TAX JUN 17, 2014
Managing tax brackets a potent tool

By MFXFeeder
RETIREMENT PLANNING JUN 17, 2014
Clients' higher tax bills prompt advisers to brush up on taxes

2013's tax changes will likely prompt advisers to keep a closer watch on their clients' tax strategies.

By Darla Mercado
How to pick apart charitable trusts
RETIREMENT PLANNING JUN 17, 2014
How to pick apart charitable trusts

The benefits of charitable trusts vary — particularly when it comes to interest rate environments.

By Darla Mercado
RETIREMENT PLANNING JUN 16, 2014
Recent grads strain under college debt

2 tips for reducing or managing college debt: Remember that monthly cash flow is king, and seek out programs to help you repay.

By Darla Mercado
RETIREMENT PLANNING JUN 16, 2014
Op-Ed: Failure to launch drags the economy down

The impact of thie rising tide of student debt is widespread. The average student debt level is nearly $30,000.

By MFXFeeder
RETIREMENT PLANNING JUN 16, 2014
Is retirement dead?

Reports of the death of your retirement have been greatly exaggerated.

By Mike West