Retirement Planning

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Personal Capital takes aim at retirement income
RETIREMENT RETIREMENT PLANNING AUG 31, 2018
Personal Capital takes aim at retirement income

The digital adviser's latest feature uses tax-efficient withdrawals to extend retirement savings.

Advisers back  Trump's directive to ease distribution rules for retirement accounts
RETIREMENT RETIREMENT PLANNING AUG 31, 2018
Advisers back Trump's directive to ease distribution rules for retirement accounts

They also support another part of the president's order that would help small employers offer retirement plans to workers.

Here's what could happen to your taxes if Democrats regain control of Congress
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Here's what could happen to your taxes if Democrats regain control of Congress

Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.

Boost Social Security Benefits: 8 Effective Strategies Revealed
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Boost Social Security Benefits: 8 Effective Strategies Revealed

As Social Security celebrates its 83rd anniversary, here are steps individuals can take to increase their benefits.

Nudging Congress toward Social Security reform
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Nudging Congress toward Social Security reform

Grassroots coalition encourages the public to demand improved retirement security.

Crypto craze puts retirement savings at risk
RETIREMENT RETIREMENT PLANNING AUG 29, 2018
Crypto craze puts retirement savings at risk

Regulators and Congress should protect investors by slamming the door shut on efforts to bring cryptocurrency into the world of retirement savings.

Using Social Security to fund paid parental leave is not the way to go
RETIREMENT RETIREMENT PLANNING AUG 29, 2018
Using Social Security to fund paid parental leave is not the way to go

Marco Rubio's proposed bill would increase spending.

Estimating the impact of early retirement on Social Security benefits
RETIREMENT RETIREMENT PLANNING AUG 29, 2018
Estimating the impact of early retirement on Social Security benefits

Just use the government's online tool for a really eye-opening experience

LPL lets more advisers do fiduciary 401(k) business
RETIREMENT RETIREMENT PLANNING AUG 28, 2018
LPL lets more advisers do fiduciary 401(k) business

Strategy is an extension of efforts that began due to the DOL fiduciary rule, observers say.

Fidelity breaks through $2 trillion in retirement assets
RETIREMENT RETIREMENT PLANNING AUG 28, 2018
Fidelity breaks through $2 trillion in retirement assets

Record keeper widens the gap between itself and the bulk of its 401(k) competitors.

The biggest obstacle to America's retirement security
RETIREMENT RETIREMENT PLANNING AUG 28, 2018
The biggest obstacle to America's retirement security

Senior executives aren't convinced of the importance of company retirement plans.

Some public employees face Social Security hurdles
RETIREMENT RETIREMENT PLANNING AUG 27, 2018
Some public employees face Social Security hurdles

Pension offsets reduce Social Security benefits, but some qualify for exceptions.

401(k) advisers see student loan benefits as next 'evolution'
RETIREMENT RETIREMENT PLANNING AUG 24, 2018
401(k) advisers see student loan benefits as next 'evolution'

IRS points way toward coupling repayment programs with employer retirement plans.

Can inherited IRAs be split in a divorce?
RETIREMENT RETIREMENT PLANNING AUG 23, 2018
Can inherited IRAs be split in a divorce?

A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.

Retroactive Social Security benefits: Everything you need to know
RETIREMENT RETIREMENT PLANNING AUG 23, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud
RETIREMENT RETIREMENT PLANNING AUG 23, 2018
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

In all, around 370 advisers sold the Future Income Payments, according to plaintiff's attorneys

Women in same-sex marriages are seen needing more for retirement
RETIREMENT RETIREMENT PLANNING AUG 20, 2018
Women in same-sex marriages are seen needing more for retirement

Because women live longer than men, female couples need to put away more money for their old age, a new report shows.

Retroactive Social Security benefits: Everything you need to know
RETIREMENT RETIREMENT PLANNING AUG 20, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

Claiming Social Security early has lasting impact on survivors
RETIREMENT RETIREMENT PLANNING AUG 17, 2018
Claiming Social Security early has lasting impact on survivors

Rush to take benefits due to illness may not be the best move.

Pension plans are the new tax dodge for rich business owners
RETIREMENT RETIREMENT PLANNING AUG 16, 2018
Pension plans are the new tax dodge for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.