Retirement Planning

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RETIREMENT RETIREMENT PLANNING DEC 13, 2016
Social Security Administration evaluates online claiming tools

Report explains why various calculators produce different results

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Your credit card choice could make-or-break the bank

The wrong pick can cost you money or a free trip.

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Will your career really last into retirement?

Working into your 70s or 80s can be a great idea, but it's also completely unrealistic for many workers who want to stick to their chosen profession.

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Clock is ticking on Social Security insolvency that could result in future benefit cuts

It's not the first time the country has faced a Social Security funding crisis.

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Three ways 401(k) advisers can demonstrate their value to clients

Retirement plan advisers should be able to provide quantifiable metrics that demonstrate their success.

RETIREMENT RETIREMENT PLANNING DEC 08, 2016
Time for a new Social Security Commission

Clock is ticking on trust fund insolvency that could result in future benefit cuts.

RETIREMENT RETIREMENT PLANNING DEC 07, 2016
Congress reignites debate over lifetime income disclosures in 401(k) plans

Legislation is being considered to continue a stalled Labor Department effort to require income illustrations on retirement account statements.

Take 5: Knut Rostad on the DOL fiduciary rule, advisory fees, and his hope for a debate with Trump adviser Anthony Scaramucci
RETIREMENT RETIREMENT PLANNING DEC 06, 2016
Take 5: Knut Rostad on the DOL fiduciary rule, advisory fees, and his hope for a debate with Trump adviser Anthony Scaramucci

Mr. Rostad says RIAs should be much more proactive when it comes to fiduciary.

RETIREMENT RETIREMENT PLANNING DEC 06, 2016
Why Social Security is crucial to women

Lower incomes and fewer assets in savings plans lead to problems in retirement.

RETIREMENT RETIREMENT PLANNING DEC 05, 2016
Target-date fund managers evolve to capture burgeoning 401(k) market

Over the last several years, TDFs have crafted new strategies and engaged in a marketing bonanza to stand out from the competition.

RETIREMENT RETIREMENT PLANNING DEC 04, 2016
Time for 401(k) plans to step into the modern age

Betterment retirement robo attracts 300 companies to 401(k) platform
RETIREMENT RETIREMENT PLANNING DEC 02, 2016
Betterment retirement robo attracts 300 companies to 401(k) platform

Automated-adviser says professional services firms are especially interested in its retirement advice technology.

RETIREMENT RETIREMENT PLANNING DEC 01, 2016
The potential downside of automatic enrollment in 401(k) plans

The practice boosts employees' savings rates, but it may also increase their consumer debt, according to new research.

RETIREMENT OPINION DEC 01, 2016
Why it would be a mistake for advisers to stop implementing the DOL fiduciary rule

Given the political, procedural and business dynamics at play, it would be imprudent to cease or even slow down compliance efforts.

RETIREMENT RETIREMENT PLANNING NOV 30, 2016
Many current retirees reluctant to tap savings

But without pensions, boomers won't have a choice.

RETIREMENT RETIREMENT PLANNING NOV 29, 2016
IBDs overwhelmingly say Trump should revoke fiduciary rule: survey

Nearly 90% of respondents to a Financial Services Institute survey indicate their support for repeal.

RETIREMENT RETIREMENT PLANNING NOV 28, 2016
Many current retirees reluctant to tap savings

But without pensions, boomers won't have a choice.

Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed
RETIREMENT RETIREMENT PLANNING NOV 28, 2016
Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed

The wirehouse's public fanfare about ditching IRA commissions under new fiduciary regulation would be a large factor in deciding to stay the course.

RETIREMENT RETIREMENT PLANNING NOV 23, 2016
The despondent voter's guide to Trump and money

If you're saving for retirement or other long-term goals, too much fear and caution can be dangerous.

RETIREMENT RETIREMENT PLANNING NOV 23, 2016
Seniors see Social Security changes as benefit cuts

New rules require weighing claiming strategies against competing income goals.