Retirement

Displaying 11716 results
MUTUAL FUNDS OCT 25, 2013
Tax-managed indexing can offer boost

Such strategies can be even better than ETFs and mutual funds

By By Rey Santodomingo
RETIREMENT PLANNING OCT 24, 2013
Social Security benefits to increase 1.5%

Monthly Social Security benefits will increase Jan. 1, thanks to a cost-of-living adjustment.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 24, 2013
Shutdown delays announcement of Social Security cost-of-living allowance

Labor Department says CPI report will not be released this week

By Mary Beth Franklin
RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

By Megan Durisin
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

By Darla Mercado
RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement

Affluent investors embrace a broader definition of youth as life expectancy stretches

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

By Trevor Hunnicutt
RETIREMENT PLANNING OCT 22, 2013
Protective Life pulling in reins on variable annuity flows

Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.

By Darla Mercado
RETIREMENT PLANNING OCT 20, 2013
Health care exchanges aren't meant for retirees

Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

By JKEPHART
TAX OCT 20, 2013
Giant dividends: Bonanza or tax trap?

By MFXFeeder
RETIREMENT PLANNING OCT 20, 2013
It's lump: Massachusetts latest to probe pension advances

Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.

By DJAMIESON
RETIREMENT PLANNING OCT 17, 2013
LPL to offer advice to 401(k) participants

LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.

By Darla Mercado
RETIREMENT PLANNING OCT 15, 2013
Age differences can muddle Social Security-claiming strategies

Married couples should focus on maximizing survivor benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 15, 2013
Warning: gov't shutdown could topple your portfolio

How will the federal government's impending Oct. 1 shutdown affect your savings?

By lkonish
Decoding Social Security's family maximum-benefit rules
RETIREMENT PLANNING OCT 14, 2013
Decoding Social Security's family maximum-benefit rules

Couples aren't affected if no minor children are collecting benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 13, 2013
Gurus: Bull market alive and well

Coté, Doll love equities but hate Washington politics, health care law.

By Jeff Benjamin