Retirement

Displaying 11717 results
RIAS MAY 09, 2014
Foreign family offices open outposts in U.S.

Aggressive monetary easing, a shale oil boom that's lowered energy costs and improving corporate balance sheets give the world's largest economy an edge over other regions.

By Bloomberg
RETIREMENT PLANNING MAY 09, 2014
You thought the economy was picking up? Think again: Blinder

As Fed winds down quantitative easing, interest rate hikes will be the next whammy. But there is some good news in rising house prices.

By Jeff Benjamin
RETIREMENT PLANNING MAY 09, 2014
Social Security to resume mailing paper statements to some workers

Agency still urges all Americans to create online accounts

By Mary Beth Franklin
RETIREMENT PLANNING MAY 08, 2014
Taking Social Security early hurts your spouse's benefits, too

Earnings restrictions affect you and your spouse if you are working and collecting benefits, but they disappear at full retirement age.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 08, 2014
With Finra's bonus disclosure moving ahead, practice how to break the news to clients

Focus on the positives, but be ready to discuss the details.

By Liz Skinner
RETIREMENT PLANNING MAY 07, 2014
The ultimate revenge: Social Security benefits for divorced spouses

By lkonish
RETIREMENT PLANNING MAY 07, 2014
Checkout lines are about to get a lot longer

Credit card companies plan a badly needed upgrade, but one report predicts chaos as companies put security chips in 1.2 billion credit and debit cards and upgrade readers at the country's 8 million sales counters.

By Ben Steverman
RETIREMENT PLANNING MAY 06, 2014
A case for private equity in DC plans

By addressing four major challenges, advisers can help plan clients gain access to higher returns.

By Michael Riak
RETIREMENT PLANNING MAY 06, 2014
Want to cut your retirement income? Make this short-sighted move

Premature withdrawals from retirement accounts have become America's new piggy bank, cracked open in record amounts during lean times by people such as Cindy Cromie, who needed the money to rent a U-Haul and start a new life.

By Matt Ackermann
EQUITIES MAY 06, 2014
Obama unleashes secret economic weapon on Russia

On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.

By Jeff Benjamin
RETIREMENT PLANNING MAY 05, 2014
Principal CEO scoffs at private equity in 401(k)s

Private equity funds are probably too complicated for the average investor's retirement account, according to Principal Financial Group Inc., which provides the plans to 3.8 million people.

By Matt Ackermann
RETIREMENT PLANNING MAY 05, 2014
Fixed-annuity sales surged in 2013

Sales of such products help annuities overall enjoy a strong year

By CODONNELL
RETIREMENT PLANNING MAY 01, 2014
Health savings accounts: Transforming health care, forcing hard choices

Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.

By Darla Mercado
RETIREMENT PLANNING MAY 01, 2014
Mountains of paperwork make 401(k) transfers a tough hill to climb

Moving money from one record keeper to another so hard that some clients give up and stay put.

By Darla Mercado
RETIREMENT PLANNING APR 30, 2014
Does less cash equal fewer crimes?

After the government began delivering welfare benefits electronically, burglary, larceny and assault all fell. Some academics argue that reducing the use of cash further would cut street crime even more.

By Elizabeth MacBride
RETIREMENT PLANNING APR 30, 2014
DeWaay settles with Labor Department over retirement plan recommendations

Adviser agrees to pay more than $500,000 over ERISA violations.

By Darla Mercado
RETIREMENT PLANNING APR 30, 2014
New flavor of outsourced fiduciary for retirement plans hits the market

ERISA 3(16) fiduciary plan administrator business is growing, but plan sponsors need to watch out for traps.

By Darla Mercado
REGULATION AND LEGISLATION APR 30, 2014
Advisers embrace tax simplification, wince at surcharge on wealthy

Investment advisers embraced an effort by the leader of a congressional tax-writing committee to simplify the tax code but winced at the higher taxes on the wealthy that would be required to pay for the changes.

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 29, 2014
Private equity works for billionaires; will it work for you?

Billionaire Steve Schwarzman expects private equity returns of 10% over market. But let's get real: The odds of you seeing that in your 401(k) are slim.

By Elizabeth MacBride
Age gap can thwart couples' Social Security-claiming strategies
RETIREMENT PLANNING APR 29, 2014
Age gap can thwart couples' Social Security-claiming strategies

Financial advisers may need to consider other income options.

By Mary Beth Franklin