Results for "retirement"

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How leverage led the market sell-off

October 20, 2014

Leverage is being singled out as the source of last week's sell0off. When the fur is flying, you sell what you can, not always what you want. 9.6 billion shares a day changed hands on U.S. stock markets last week; more than double the final...

The regulatory hits keep coming for LPL Financial

October 17, 2014

InvestmentNews readers jumped on the latest issues that thrust LPL Financial into the headlines this week. New developments in the robo-adviser space also had our readers buzzing, including the robo response to the market downturn. Social Security...

Ex-Ameriprise adviser pleads guilty to stealing nearly $1 million

October 16, 2014

A former Ameriprise Financial Inc. adviser pleaded guilty on Wednesday to defrauding 24 clients of almost $1 million, according to an announcement from the U.S. Attorney's Office for the District of Minnesota. Between 2008 and 2013, Susan Elizabeth...

The new and improved Social Security statements

October 15, 2014

Surprise, I got mail! I'm not sure why, but I received a Social Security estimated benefit statement in the mail this week. Although I will reach a milestone birthday of 60 later this year, I didn't expect to receive a paper statement because...

Earnings season shapes up as the next test for the markets

October 13, 2014

Third-quarter earnings could be the next reality check for stocks, and for investors. As the reports start rolling out this week there are reasons to worry, but not panic. The five-year corporate earnings love story heads for a rough patch An...

Public pensions put Pimco on watch after Gross exit

October 13, 2014

The departure of William H. Gross from Pacific Investment Management Co. might end up cutting deeper into his personal reputation than into the $1.87 trillion in assets under management at the firm he was synonymous with for 40 years. Mr. Gross'...

Distribution error wipes out IRA

October 12, 2014

An entire IRA was lost to a distribution error after death. This is a textbook case of what not to do when a trust is named as the IRA beneficiary. Trusts are set up to protect assets, such as individual retirement accounts, after death, but...

3 risk-related reasons to put off claiming Social Security

October 12, 2014

The choice of when and how to claim Social Security benefits can affect the three biggest financial risks that retirees encounter: longevity, inflation and markets. Despite that, it remains “one of the most neglected financial decisions that...

Mary Beth Franklin: What Social Security cost of living adjustments mean for retirees

October 9, 2014

Social Security will likely adjust benefits for 2015 to keep up with the consumer price index, but that might not be enough considering the true inflation retirees face, according to InvestmentNews contributing editor Mary Beth Franklin.

A 401(k) conundrum: Can you make cash pile last for life?

October 8, 2014

Even if you've socked plenty of money away in your 401(k) plan and invested it carefully, some of your toughest decisions lie ahead. And don't expect much help or clarity from the government or your employer. Strategies for drawing down lump-sum...

How public employees can get around Social Security restrictions

October 8, 2014

In a recent column, I wrote about rules that can reduce or eliminate Social Security benefits for public sector employees. I explained that there are two sets of rules. The first, the Windfall Elimination Provision, applies to some federal,...

Supreme Court decision on 401(k) fee case could have domino effect

October 6, 2014

As a landmark 401(k) excessive fees lawsuit makes its way to the U.S. Supreme Court, industry experts say the court's decision could set off a domino effect of changes — from the process of choosing plan funds to fiduciaries' ability to obtain...

Some earnings don't reduce Social Security benefits

October 6, 2014

Most advisers know that if their clients continue to work while collecting Social Security benefits before full retirement age, their benefits may be reduced if their earnings exceed an annual limit. In 2014, retirees who are younger than full...

Learning how to handle stressed clients

October 5, 2014

In her first 10 weeks in the financial advice profession, Amanda Moore learned that advisers deal with clients at tense moments in their lives. Ms. Moore, 23, a resident in financial planning at Cornerstone Wealth Advisors in Edina, Minn., is...

Supreme Court to consider workers' rights to sue 401(k) plans

October 3, 2014

The U.S. Supreme Court will consider giving 401(k) participants more power to sue their plans over investments that impose excessive fees, accepting an appeal tied to a wave of suits against employers. The appeal, filed by Edison International...

Firms challenged to create innovative retirement income products

October 2, 2014

As legions of boomers leave the workplace, distributors and insurers are grappling with the best way to manage these clients' income streams in retirement. This conundrum was the focal point of a panel discussion at the Insured Retirement Institute's...

Social Security cost-of-living adjustments projected to increase slightly in 2015

October 1, 2014

Social Security benefits are likely to increase by 1.7% in 2015, slightly more than this year's 1.5% increase but still well below average increases over the past few decades, according to an unofficial projection by the Senior Citizens League....

The dangerous downside of the stronger dollar

September 30, 2014

A stronger U.S. dollar is threatening to knock the markets out of balance. This is scarier and more serious than the 'taper tantrum.' The downside of strength A commodity ETF that strikes all the right notes, and navigates the punishing tax...

Pimco fortifies to take on the old boss

September 29, 2014

Gross and Ivascyn square off in an unconstrained bond fund battle. The Pimco saga gets more interesting by the day. Taking on the old boss Pimco's parent stock price drop equates to $400 billion in fund outflows, according to Morgan Stanley....

Why financial advisers still hate reverse mortgages

September 29, 2014

A reverse mortgage is a little like a car airbag. It's nice to know it's there. But if it ever has to be used, the driver's already in trouble. New regulations are supposed to improve the unsavory reputation of reverse mortgages, which are loans...

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