Retirement Planning

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RETIREMENT RETIREMENT PLANNING FEB 16, 2017
Americans renouncing citizenship at record levels

Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.

RETIREMENT RETIREMENT PLANNING FEB 16, 2017
More women taking control of family checkbooks

RETIREMENT RETIREMENT PLANNING FEB 16, 2017
Many millennials see debt as a dating deal breaker

Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.

RETIREMENT RETIREMENT PLANNING FEB 16, 2017
New York Life settles 401(k) lawsuit for $3 million

The firm allegedly engaged used an expensive proprietary fund to enrich itself at the expense of plan participants.

Lifestyle changes can add up to big savings for retirement
RETIREMENT RETIREMENT PLANNING FEB 16, 2017
Lifestyle changes can add up to big savings for retirement

Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.

RETIREMENT RETIREMENT PLANNING FEB 15, 2017
House votes to kill DOL's state, city auto-IRA rules

RETIREMENT RETIREMENT PLANNING FEB 14, 2017
How to help millennials avoid big mistakes with their IRAs

Steer young investors away from these common moves that can have a significant negative impact in retirement.

RETIREMENT RETIREMENT PLANNING FEB 14, 2017
Funds with revenue-sharing fees can be cheapest option in 401(k) plans

Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.

RETIREMENT RETIREMENT PLANNING FEB 13, 2017
Blackstone acquisition of Aon Hewitt could signal push by private equity into 401(k) plans

Blackstone executives have signaled their intent at breaking into the $5 trillion 401(k) market, and buying Aon Hewitt's DC record-keeping business may be the first step.

Social Security Administration continues to give bad advice on claiming rules
RETIREMENT RETIREMENT PLANNING FEB 13, 2017
Social Security Administration continues to give bad advice on claiming rules

Staff denies some eligible applications for spousal benefits.

RETIREMENT RETIREMENT PLANNING FEB 12, 2017
Trump's DOL fiduciary directive triggers chaos

The mandate to review the rule and the accompanying delay leave the industry scrambling to adjust.

Is your 401(k) balance above or below average?
RETIREMENT RETIREMENT PLANNING FEB 10, 2017
Is your 401(k) balance above or below average?

As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.

RETIREMENT RETIREMENT PLANNING FEB 10, 2017
Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

RETIREMENT RETIREMENT PLANNING FEB 09, 2017
Medicare enrollment ends HSA eligibility

Working longer can allow continued contributions.

RETIREMENT RETIREMENT PLANNING FEB 08, 2017
Congress seeks to kill DOL rules on state, city auto-IRA programs

House Republicans introduce bills to block Labor Department rules promoting creation of retirement plans for private-sector employees.

$4 billion hybrid RIA to leave LPL
RETIREMENT RETIREMENT PLANNING FEB 08, 2017
$4 billion hybrid RIA to leave LPL

Resources Investment Advisors also has affiliate retirement-focused advisory firms with $6 billion in assets, but it's uncertain whether they will follow suit and depart LPL.

RETIREMENT RETIREMENT PLANNING FEB 07, 2017
Trump executive order may prevent guidance on employee benefits issues

An order aimed at reducing regulation and controlling regulatory costs could sow confusion over issues such as executive compensation and the fate of planned rules affecting employer retirement plans.

RETIREMENT RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

RETIREMENT RETIREMENT PLANNING FEB 06, 2017
Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

3 ways to protect your 401(k) if Trump nixes the fiduciary rule
RETIREMENT RETIREMENT PLANNING FEB 06, 2017
3 ways to protect your 401(k) if Trump nixes the fiduciary rule

By asking these questions, investors can avoid financial advisers who don't put their interests first.