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Raymond James wants advisers to focus on retirement planning

July 29, 2014

Retirement planning is evolving — retirees are working during their elderly years, people are living longer and technology is changing the way retirees plan not just their money but their lives. To go along with the evolution — aided by...

Secrets for getting high earners to save more through retirement plans

July 28, 2014

Plan advisers have a new arrow in their quiver when it comes to wooing new employer clients: plan designs aimed at helping highly-paid personnel save even more for retirement. These days, taxes are tougher for highly compensated individuals,...

Advisers can answer divorced clients' Social Security questions, except one

July 24, 2014

I've been getting a lot of questions from financial advisers lately, asking how they can estimate potential Social Security benefits for divorced clients to plug into their retirement income calculations. That's a tough one. Advisers can't contact...

Fidelity adds $37.2B in defined contribution assets but pace slows

July 22, 2014

Fidelity Investments scooped up $37.2 billion in assets under administration during the first half of the year, bringing on some 1,093 new retirement plans. The new sales raised Fidelity's assets under administration for defined-contribution...

New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s

July 22, 2014

A first-of-its-kind ranking of 401(k) plans at the 250 biggest companies in the U.S. found that ConocoPhillips and Abbott Laboratories are among those that provide the most lucrative retirement benefits. Among the least generous are Facebook...

How to calculate Social Security's maximum family benefit

July 22, 2014

The Social Security Administration estimates that 4.4 million children receive about $2.5 billion each month because one or both of their parents are disabled, retired or deceased. I often argue about the value of delaying Social Security benefits...

Widower asks why he didn't get survivor benefits

July 16, 2014

I received an e-mail from a widowed dad who asked why he didn't receive Social Security survivor benefits when his wife died eight years ago. “When my wife died in 2006, we had children who were 14 and 16 years old,” he wrote. “The children...

Retirement savers' fund fees move lower: ICI

July 15, 2014

Retirement savers are paying consistently lower fees for their stock and bond funds than in past years. They're also paying far lower fees than investors outside of retirement plans, according to a study released Monday. Despite an average annual...

Retirement: From theory to practice

July 15, 2014

After decades of writing about retirement planning, I finally get to eat my own cooking — at least the appetizer course. My husband, Mike, retired June 30 after more than 20 years as a federal government employee. On July 1, we began a new...

Inherited IRAs in bankruptcy cases

July 13, 2014

The Supreme Court ruled unanimously last month that inherited individual retirement accounts are not protected under federal bankruptcy laws. This ruling does not affect your clients' own IRAs. Those are retirement funds that are protected in...

How to get Millennials on track for retirement

July 11, 2014

As a mother of two Millennials — those young Americans born between 1980 and 2000 — I know that preaching the value of saving for a distant goal like retirement can be a hard sell. But it's a critical message, as these young workers will...

Stretch IRAs no longer targeted in Senate highway-funding bill

July 11, 2014

People who inherit individual retirement accounts can continue to hold onto them indefinitely, with the congressional threat of curbing the ability to take distributions over a lifetime abating for now. The Senate Finance Committee dropped the...

Raymond James' Elwyn: The coming retirement tsunami

July 10, 2014

Tash Elwyn President, Raymond James & Associates Inc. Private Client Group

Missouri bars pension advances for public workers

July 9, 2014

Missouri's governor Jay Nixon on Tuesday signed a law that made it the first state to bar pension advances — a practice wherein retirees are offered a lump sum in exchange for signing over all or part of their income stream — for public...

Ameriprise ordered to deliver Columbia funds chief's journals to ex-staff

July 9, 2014

A federal judge has ordered Ameriprise Financial Inc. to turn over notes from a top mutual-fund executive to former employees of the firm who contend their retirement savings were funneled into costly and underperforming proprietary investments....

Pension advance companies rip off retirees, GAO report says

July 8, 2014

So-called pension advance companies are taking advantage of retirees by offering lump-sum payments in return for a piece, or all, of their monthly pension income, according to a Government Accountability Office report. Through undercover investigations,...

Big demand from advisers for Social Security claiming tools, training

July 7, 2014

Although most financial advisers provide near-retirees with some guidance on Social Security claiming decisions, many need to increase their knowledge and skills in this increasingly important area, according to a new study released Monday by...

Updated book is an essential guide to Social Security

July 4, 2014

How do you like to do your research — with an encyclopedia or Cliff's Notes? If you prefer to have all the facts at your fingertips, you would be wise to pick up the 2014 edition of Social Security: The Inside Story by Andy Landis. Mr. Landis...

Limits to stretch IRAs floated to pay for highway repairs

July 3, 2014

When Congress returns from its July 4 recess next week, the Senate tax-writing panel will resume its effort to pass a bill that would pay for highway repairs in part by changing policy toward inherited individual retirement accounts. The provision,...

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