Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 11, 2017
What can Tabasco sauce teach advisers about 401(k) loans?

Decreasing the number of loans that can be tapped at once is just one way to lower 401(k) borrowing.

RETIREMENT RETIREMENT PLANNING OCT 10, 2017
Thank Richard Thaler for that bigger nest egg

How the Nobel Prize-winner's theories have boosted participation in retirement plans.

How to pay for long-term care? Several funding options exist
RETIREMENT RETIREMENT PLANNING OCT 09, 2017
How to pay for long-term care? Several funding options exist

There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire 

RETIREMENT RETIREMENT PLANNING OCT 09, 2017
Medicare rules are needlessly complex

The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines.

RETIREMENT OPINION OCT 09, 2017
A primer on stable value funds for retirement plan advisers

The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.

RETIREMENT RETIREMENT PLANNING OCT 06, 2017
Pew survey finds support for state auto-IRA programs

After having a typical state role in such programs explained to them, 64% said they support state sponsorship.

RETIREMENT RETIREMENT PLANNING OCT 06, 2017
How We're Investing in the Search for a Cancer Cure

RETIREMENT RETIREMENT PLANNING OCT 05, 2017
Stay up on Medicare enrollment with annual reviews

Navigate yearly changes that could affect your coverage and costs.

RETIREMENT RETIREMENT PLANNING OCT 05, 2017
Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.

RETIREMENT RETIREMENT PLANNING OCT 05, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

RETIREMENT RETIREMENT PLANNING OCT 04, 2017
DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

Several plan providers have expanded their participant-call-center services to include fiduciary advice, and advisers must help clients navigate the change.

RETIREMENT RETIREMENT PLANNING OCT 03, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

RETIREMENT RIAS OCT 03, 2017
The importance of managing clients' 'life risks'

When it comes to retirement, new research underscores how health care, medical expenses and longevity risks are top concerns of investors.

RETIREMENT RIAS OCT 03, 2017
Navigating the planning gap

Expectations vs. reality: What investors think – and how advisers plan – for retirement income.

RETIREMENT RETIREMENT PLANNING OCT 02, 2017
Stay up on Medicare enrollment with annual reviews

How to help clients navigate yearly changes that could affect their coverage and costs.

RETIREMENT RETIREMENT PLANNING SEP 29, 2017
Tax reform might give wealthy a big loophole

High earners could take advantage of a measure meant to help business owners, straining the IRS.

RETIREMENT RETIREMENT PLANNING SEP 29, 2017
DOL fiduciary rule: Challenges for RIAs under the BICE

Recommendations to roll over retirement-plan assets, to transfer IRAs and advice generating additional payments like 12b-1 fees are trouble areas for RIA firms.

RETIREMENT RETIREMENT PLANNING SEP 28, 2017
How parenthood really affects your ability to save for retirement

The financial effects of having children can last for the rest of your life, according to a new study.

RETIREMENT RETIREMENT PLANNING SEP 28, 2017
General Electric 401(k) participants sue over poor-performing GE Asset Management funds

Plaintiffs allege GE breached fiduciary duties by selecting proprietary funds.

RETIREMENT RETIREMENT PLANNING SEP 28, 2017
Seniors get hopping to meet reverse-mortgage deadline

Demand for mandatory pre-loan counseling outstrips supply as Oct. 2 looms.