Retirement Planning

Displaying 7980 results
Social Security Administration steps up privacy protections
RETIREMENT RETIREMENT PLANNING AUG 11, 2016
Social Security Administration steps up privacy protections

Online users now require cell phone for text message verification.

DOL issues final rule to help states establish workplace retirement savings programs
RETIREMENT RETIREMENT PLANNING AUG 10, 2016
DOL issues final rule to help states establish workplace retirement savings programs

State plans would not be subject to ERISA, which some in the industry fear will give them a leg up on private plans.

Social Security drops cell phone mandate
RETIREMENT RETIREMENT PLANNING AUG 09, 2016
Social Security drops cell phone mandate

Agency apologizes and says it will pursue other security authentication options.

Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI
RETIREMENT RETIREMENT PLANNING AUG 04, 2016
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI

Most traditional IRA investors start with rollovers.

RETIREMENT RETIREMENT PLANNING AUG 04, 2016
Here's what your 401(k) would look like if you took Trump's advice

How does the presidential candidate's guidance compare to actual market performance?

RETIREMENT RETIREMENT PLANNING AUG 03, 2016
Millennial retirement savers are starting to have big, fat 401(k)s

The generation's reputation for hopping jobs and shunning stocks doesn't match new 401(k) data from Fidelity Investments.

RETIREMENT RETIREMENT PLANNING AUG 03, 2016
Muhammad Ali's estate plan: Greatest of all time?

Valuing Mr. Ali's image rights, inheritance tax on property and the will's treatment of his nine children are a few potential estate quirks that could come up.

Careful planning can help public employees avoid Social Security reductions
RETIREMENT RETIREMENT PLANNING AUG 02, 2016
Careful planning can help public employees avoid Social Security reductions

One financial adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.

RETIREMENT EQUITIES AUG 02, 2016
When it comes to asset management, look for experience

Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators

Key fiduciary decisions loom for retirement plan advisers using money market funds
RETIREMENT RETIREMENT PLANNING AUG 01, 2016
Key fiduciary decisions loom for retirement plan advisers using money market funds

Once-plain-vanilla funds due for a serious makeover, meaning now is the time to carefully assess cash options.

RETIREMENT RETIREMENT PLANNING JUL 29, 2016
New privacy protections make it more complicated to check Social Security online

Online users now require cell phone for text message verification.

DOL fiduciary rule's 'grandfathering' exemption may be lost by changing firms
RETIREMENT RETIREMENT PLANNING JUL 29, 2016
DOL fiduciary rule's 'grandfathering' exemption may be lost by changing firms

Regulatory experts say there's a strong likelihood advisers would lose the grandfathering exemption granted under the fiduciary measure simply by switching firms.

Solving the mystery of unexpectedly reduced Social Security benefits
RETIREMENT RETIREMENT PLANNING JUL 29, 2016
Solving the mystery of unexpectedly reduced Social Security benefits

It turns out that the explanation, which advisers need to watch out for, was rather simple.

Social Security reform awaits next president
RETIREMENT RETIREMENT PLANNING JUL 29, 2016
Social Security reform awaits next president

Most proposed solutions call for higher taxes on high earners.

RETIREMENT RIAS JUL 27, 2016
Radio show host Ric Edelman rants about raging fiduciary battle

Lawsuits filed against the Labor Department's regulation expose conflicts in financial advice.

Congressional sit-in disrupted by failed attempt to override veto of anti-DOL fiduciary rule bill
RETIREMENT RETIREMENT PLANNING JUL 27, 2016
Congressional sit-in disrupted by failed attempt to override veto of anti-DOL fiduciary rule bill

Attempt to override the presidential veto of an anti-DOL fiduciary rule bill was used to interrupt a protest demanding action on gun-control legislation.

DOL's rule on state retirement plans arrives at OMB
RETIREMENT RETIREMENT PLANNING JUL 26, 2016
DOL's rule on state retirement plans arrives at OMB

The regulation, which offers states a route to avoid liability under ERISA, took its final step toward finalization.

RETIREMENT RETIREMENT PLANNING JUL 26, 2016
Older Americans working well past retirement age

The share of those over the age of 65 in the labor force was 19.4% on an unadjusted basis in June, up from 15% in June 2006.

RETIREMENT RETIREMENT PLANNING JUL 26, 2016
Make Medicare easier by using auto pay

Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.

Market volatility raises the bar for how much you will need to save for retirement
RETIREMENT RETIREMENT PLANNING JUL 26, 2016
Market volatility raises the bar for how much you will need to save for retirement

A 55-year-old would need $17.64 saved today to generate each dollar of annual retirement income starting at age 65.