Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAY 08, 2017
Why Congress is making it tougher to retire

The new health care bill and a move to limit retirement savings will both hurt those trying to prepare for retirement

RETIREMENT RETIREMENT PLANNING MAY 06, 2017
Forget bingo! More Americans are working part-time in retirement

Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.

RETIREMENT RETIREMENT PLANNING MAY 05, 2017
Milestone birthday triggers crucial financial decisions

In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices.

RETIREMENT RETIREMENT PLANNING MAY 04, 2017
Include health savings accounts in fiduciary process

The DOL rule that requires acting in clients' best interests will apply to these accounts.

RETIREMENT RETIREMENT PLANNING MAY 04, 2017
Senate votes to kill state auto-IRA rule

If signed by the president, as expected, the resolution likely would have a 'chilling effect' on development of such retirement plans by states, due to the loss of the ERISA exemption.

RETIREMENT RETIREMENT PLANNING MAY 04, 2017
Where the winners and losers are in the housing recovery

Most U.S. homes are worth less than before the crash.

RETIREMENT RETIREMENT PLANNING MAY 03, 2017
The benefit advisers should be talking about with 401(k) plan sponsors

The job of 401(k) advisers is to help all plan participants attain a respectable retirement, including those who have lost the ability to earn money.

RETIREMENT RETIREMENT PLANNING MAY 02, 2017
Thinking about buying your first home? Try this calculator

A new tool lets users make an easy comparison between the cost of owning and renting a home.

RETIREMENT RETIREMENT PLANNING MAY 02, 2017
Why more couples are using postnuptial agreements

Also known as a postmarital agreement, it's an increasingly popular variant of the prenuptial agreements that engaged couples have been signing for decades.

RETIREMENT RETIREMENT PLANNING MAY 01, 2017
How Social Security treats remarriage

Sometimes it pays to wait to take a second trip down the aisle.

RETIREMENT RETIREMENT PLANNING APR 28, 2017
Trump's first 100 days: What happened to your money

Here's how the new administration has affected your wallet, for good and bad, and what to watch in the days to come.

RETIREMENT RETIREMENT PLANNING APR 28, 2017
Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

RETIREMENT RETIREMENT PLANNING APR 27, 2017
This generation is most susceptible to an IRS scam

Hint: It's not who you think.

RETIREMENT RETIREMENT PLANNING APR 27, 2017
Death of the 'blind squirrel' 401(k) adviser greatly exaggerated

More than 200,000 inexperienced retirement plan advisers aren't going to exit the market overnight.

RETIREMENT RETIREMENT PLANNING APR 27, 2017
Why Social Security is becoming a better deal for the wealthy

It's not your imagination: The rich really are taking more from taxpayers.

RETIREMENT RETIREMENT PLANNING APR 26, 2017
Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

RETIREMENT RETIREMENT PLANNING APR 26, 2017
Retirement savings still a potential target in tax reform negotiations

Trump's proposal doesn't touch such deferrals, but stakeholders fear Congress will attempt to use 401(k) plans to offset tax cuts.

RETIREMENT RETIREMENT PLANNING APR 25, 2017
Market downturns in first few years of retirement can thwart best-laid plans

Michael Kitces outlines three strategies to overcome sequence-of-return risk.

RETIREMENT RETIREMENT PLANNING APR 24, 2017
Nuveen adds direct real estate to target-date funds

Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.

Avoid these common RMD mistakes
RETIREMENT RETIREMENT PLANNING APR 24, 2017
Avoid these common RMD mistakes

Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help