Displaying 7761 results
Dying penniless: It’s not just the poor
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Senator says advisers need more protection in reporting elder financial abuse
Maine program offers potential model.
The NFL gives up tax-exempt status that most folks didn’t realize it had
Breakfast with Benjamin: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.
Multiple-employer plans provide growth for retirement plan advisers, if they can handle it
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
Singles can file and suspend Social Security benefits
But this creative claiming strategy stumps some Social Security Administration employees.
How the DOL’s fiduciary rule affects retirement plan advisers’ ability to land new business
Plan sponsors face deeper vetting of their advisers' offerings than ever before.
Wealthy millennials go online for retirement planning
But young investors still do tax, estate and debt planning offline, even as the market shifts fast
Which is better, an active or passive target date fund?
Over the long term the two types of funds have similar returns, Morningstar finds.
Active or passive target-date funds have similar returns, Morningstar finds
Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.
Target date funds are working but they can be expensive
Target date funds are throwing off solid returns and protecting investors from their worst instincts. But they can be expensive.
More workers feel confident about retirement: EBRI
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
More workers feel confident about their retirement: EBRI
New report also finds more people expect to retire after 65 but the median retirement age remains stuck at 62.
‘Holy Child Girls’ are a microcosm of baby boomers on verge of retirement
The future looks golden in an author's informal survey
Carlyle Group misses the mark with liquid alts
Breakfast with Benjamin: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
Feud over Robin Williams’ estate highlights need for specificity in trusts
The late comedian's estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal fight over the interpretation of his trust.
In Labor Department’s fiduciary proposal, a nod to passive investing
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
Blurred lines surround estate of Marvin Gaye
Heirs win a court fight, but it all could have been avoided
Protecting vulnerable aging clients
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Affluent retirees flock to The Villages, fastest-growing metro area
This Florida retirement destination has a carefree lifestyle and lots and lots of golf carts.
