Results for "retirement"

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Breaking the sacred nest egg

May 18, 2014

For many Americans saving for retirement, their company's 401(k) plan represents the lion's share of their nest egg. Most workers can no longer look forward to a pension, so the money in their 401(k), along with Social Security and any other...

New Yorkers face grueling new state estate taxes

May 16, 2014

Suddenly, for the wealthiest clients in the Empire State, leaving New York to avoid a new wrinkle in state estate taxes doesn't seem like such a bad idea. Tax geeks may remember a story ran from March, detailing a possible overhaul of New York...

How to factor your lifespan into retirement planning

May 16, 2014

Retirees should consider their longevity when making plans for how to take Social Security benefits and invest in annuities. The Wall Street Journal columnists Jonathan Clements and Jason Zweig explain.

“Top 40” host Casey Kasem's disappearance holds lessons for advisers

May 15, 2014

“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age. It's been a busy week for Mr. Kasem, 82, and his...

What financial advisers really think about retirement

May 15, 2014

If there's one consequence of the financial crisis that we can all be sure of, it's that market participants have become more conservative – and advisers are no exception. The all-important goal of generating income for clients in retirement...

Want loyalty? Help clients with caregiving

May 15, 2014

Financial advisers who can help clients with the overwhelming job of caregiving will create tremendous loyalty, a client and "semi-professional patient" told advisers at the NAPFA conference in Salt Lake City on Thursday. Alan Blaustein learned...

Merrill Lynch launches technology-driven retirement tools

May 14, 2014

Merrill Lynch Wealth Management on Wednesday announced the launch of a technology-driven set of retirement tools to help advisers talk about goals-based financial planning with clients. Called Merrill Lynch Clear, the technology facilitates...

$1M is not what it used to be

May 14, 2014

$1 million hasn't been what it used to be for more than 20 years. One million dollars in 1960 — around the time when having $1 million took hold in the popular imagination as a symbol of ultimate wealth — had the buying power of approximately...

Helping baby boomers transition into retirement

May 13, 2014

While baby boomers could face a transition to retirement of as long as five to 10 years, their financial planning needs need more care and vigilance, according to Robert DeChellis, president of Allianz Life Financial Services.

10 ways to maximize Social Security benefits

May 13, 2014

Aging baby boomers are desperate for new ways to manage and maximize their retirement income. Deciding when and how to claim Social Security benefits is one of the most important retirement decisions. Follow these tips to help make the right...

The magic range for alternatives allocations

May 13, 2014

The magic range for allocation to alternative strategies in a client's portfolio is somewhere between 10% to about 20%, according to a panel of experts at the InvestmentNews Retirement Income Summit. A session at the conference in Chicago on...

Rubio outlines Social Security reforms

May 13, 2014

Sen. Marco Rubio, R-Fla., on Tuesday called for changes to federal retirement programs that would encourage senior citizens to extend their careers, saying they were a key way to help improve their ability to finance retirement. The Social Security...

How to manage taxable income during retirement

May 12, 2014

Natalie B. Choate Estate Planning Attorney, Nutter McClennen & Fish LLP

The parts of retirement planning that worry investors the most

May 12, 2014

Cathy Weatherford President & CEO, Insured Retirement Institute

Investors value advisers, especially when retirement is looming

May 12, 2014

As difficult as the client-adviser relationship can be at times, a panel of investors agreed that their advisers are an essential part of their retirement planning. A group of five investors participating on a panel Monday at InvestmentNews’...

Women in transition a key clientele

May 12, 2014

​The fact that 70% of women will likely switch financial advisers after their husbands die should stand out as big wake-up call for advisers, but the advice industry is still often taking female clients for granted. ​A husband's passing...

The tricky first-year rule for working while collecting Social Security

May 12, 2014

InvestmentNews readers ask the best questions. Tom Milinovich, a financial adviser and certified public accountant from Waynesboro, Pa., asked how the Social Security earnings test is applied to people younger than full retirement age if they...

Delaying Social Security can outperform investment returns

May 11, 2014

Anyone with a passing knowledge of the time-value of money knows that $1 in hand today is worth more than $1 at some time in the future. Consequently, the incentive to invest today is based on the presumption of a larger payoff later. One reader...

Using a behavioral finance approach to turn spenders into savers

May 11, 2014

BlackRock Inc.'s managing director Chip Castille, who took charge of the giant asset manager's U.S. retirement group in January, has been grappling with asset allocation and retirement investing strategies for nearly a quarter century. Back...

Bond ladders for fans of portfolio safety

May 11, 2014

While it might be tempting to start finagling with fixed-income allocations as the next rising-interest-rate cycle draws nearer, proponents of bond ladders say the tried-and-true strategy works in all cycles if safety is your guide. "When it...

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