Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 14, 2016
How proposed caps could impact IRA and 401(k) accounts

Both the 2016 and 2017 proposed fiscal budgets included a $3.4 million limit on retirement savings for an individual.

RETIREMENT RETIREMENT PLANNING OCT 14, 2016
Answers to advisers' top questions on IRS' late IRA rollover relief

Advisers can avoid all of these 60-day rollover issues by using only direct trustee to trustee transfers whenever possible.

RETIREMENT RETIREMENT PLANNING OCT 13, 2016
DOL fiduciary rule will trim 401(k) advisers' stable of record keepers, asset managers: study

The ever-present push toward lower-fee products and services plays a large role in advisers' consolidation of providers.

RETIREMENT RETIREMENT PLANNING OCT 13, 2016
Alternative investments have made little headway in getting on retirement plan menus

Some argue that company-sponsored plans, viewed as the holy grail of asset management, are greatly in need of more options.

My Medicare coverage has been canceled, now what?
RETIREMENT RETIREMENT PLANNING OCT 12, 2016
My Medicare coverage has been canceled, now what?

Some beneficiaries may receive a letter that says their policy will no longer be offered in 2017.

RETIREMENT RETIREMENT PLANNING OCT 12, 2016
Wells Fargo embroiled in 401(k) lawsuit over cross-selling scandal

The company's "criminal epidemic" caused its stock price to tumble, leading to hundreds of millions in losses that 401(k) fiduciaries didn't try to prevent, according to allegations.

RETIREMENT RETIREMENT PLANNING OCT 10, 2016
Financial advisers need to prepare for the coming age wave

Millions of investors unprepared for retirement but no one seems to have an answer.

Outsourced 401(k) fiduciary services emerge after DOL rule
RETIREMENT RETIREMENT PLANNING OCT 10, 2016
Outsourced 401(k) fiduciary services emerge after DOL rule

Providers such as MassMutual and Mercer have recently unveiled new services, part of a trend seeking to capitalize on disruption caused by the DOL fiduciary rule.

RETIREMENT RETIREMENT PLANNING OCT 07, 2016
Follow the presidential debate with InvestmentNews #INDebate16

Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using <b>#INDebate16</b>. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against&quot; target=&quot;_blank&quot;>Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting </i>against<i></a>)</b></i>

RETIREMENT RETIREMENT PLANNING OCT 07, 2016
Merrill's move to end commission IRAs a 'tectonic shift' for brokerage industry

Move could pressure other wirehouses to follow suit and lead to adviser attrition. <b>Plus, <a href=&quot;http://www.investmentnews.com/section/fiduciary-focus&quot; target=&quot;_blank&quot;>Find answers to all of the most frequently asked questions on DOL fiduciary rule</a>.</b>

RETIREMENT RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

RETIREMENT RETIREMENT PLANNING OCT 06, 2016
Merrill Lynch eliminates commission IRA business in response to DOL fiduciary rule

The wirehouse is the first major firm to announce concrete plans for compliance with the Labor Department regulation.

RETIREMENT RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

RETIREMENT RETIREMENT PLANNING OCT 05, 2016
Self-funding employee health care pays off for some small businesses

Estimates of saving $1,000 per employee per year for practices with at least 25 workers is enticing some firms to take on additional risk.

RETIREMENT RETIREMENT PLANNING OCT 05, 2016
Serving retirement-income clients a big challenge for financial advisers: study

RETIREMENT RETIREMENT PLANNING OCT 05, 2016
Renting out your second home could prove to be a gold mine

These three companies want to take care of all the work and maintain your property for you.

RETIREMENT RETIREMENT PLANNING OCT 05, 2016
How to get what's yours from Medicare

Philip Moeller, co-author of the bestseller &quot;Get What's Yours: The Secrets to Maxing Out Your Social Security,&quot; discusses his new book on Medicare.

RETIREMENT RETIREMENT PLANNING OCT 04, 2016
Sponsor of small 401(k) sued for losses tied to large 'patent troll' investment

Lawsuit argues plan wasn't diversified. Case doesn't fit prevailing litigation theme of targeting multibillion-dollar retirement plans for excessive fees.

RETIREMENT RETIREMENT PLANNING SEP 29, 2016
What a Trump or Clinton presidency would mean for your money

Here's a cheat sheet laying out the two main candidates' positions on issues including jobs, wages, taxes, Social Security and retirement.

RETIREMENT RETIREMENT PLANNING SEP 29, 2016
Secrets for successfully retiring before 65

Three early retirees in their 30s and 40s share how they're making their money last.