Retirement Planning

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RETIREMENT RETIREMENT PLANNING JUN 28, 2016
How the sharing economy can help provide affordable housing in retirement

These alternatives to traditional living arrangements can help satisfy older Americans' requirements for affordable and accessible living spaces.

Small businesses less generous with 401(k) contributions: Vanguard
RETIREMENT RETIREMENT PLANNING JUN 24, 2016
Small businesses less generous with 401(k) contributions: Vanguard

Almost 30% of small-business plans don't offer any sort of employer contribution.

Retirement calculators show 'dramatically different' results
RETIREMENT RETIREMENT PLANNING JUN 24, 2016
Retirement calculators show 'dramatically different' results

Studies show publicly available retirement calculators shouldn't be taken at face value.

RETIREMENT RETIREMENT PLANNING JUN 23, 2016
The fate of your retirement could be determined by this election

New retirement-saving laws will face a challenge if incoming lawmakers are leery of mandates on employers.

RETIREMENT RETIREMENT PLANNING JUN 23, 2016
How many marriages will really end in divorce?

Millennials have different attitudes toward marriage than their parents. But will they be better at keeping their vows?

Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING JUN 23, 2016
Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule

The firm is developing its first fee-based variable annuity, which many experts say is the future of the product line in the qualified market.

RETIREMENT RETIREMENT PLANNING JUN 23, 2016
MetLife is second major insurer to exit the brokerage business, in the sale of adviser unit to MassMutual

MetLife is the second major insurer to exit the brokerage business, in the sale of its adviser unit to MassMutual. Mergers may be on the rise due to the Labor Department's proposed fiduciary rule.

RETIREMENT RETIREMENT PLANNING JUN 23, 2016
How LGBT investors can take advantage of new financial opportunities

Legal recognition of same-sex couples means fewer complications and new options for investing.

RETIREMENT RETIREMENT PLANNING JUN 23, 2016
Social Security update for gay couples

Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.

How noncitizens can access Social Security benefits
RETIREMENT RETIREMENT PLANNING JUN 22, 2016
How noncitizens can access Social Security benefits

Foreign workers and dependents retiring abroad face complicated rules.

RETIREMENT RETIREMENT PLANNING JUN 22, 2016
Social Security benefits for noncitizens

Foreign workers and dependents retiring abroad face complicated rules.

Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s
RETIREMENT RETIREMENT PLANNING JUN 22, 2016
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s

Legislators cite a recent TIAA study finding 30% of employees neglect accounts at previous employers when they switch jobs.

RETIREMENT RETIREMENT PLANNING JUN 22, 2016
Baby boomers reach required minimum distribution milestone for retirement accounts

The first wave of boomers turns 70½ starting July 1, and must start taking distributions from their retirement savings.

RETIREMENT RETIREMENT PLANNING JUN 22, 2016
John Oliver's criticism helps fiduciary duty go prime time

Recent 'Last Week Tonight' segment is just one example of the growing awareness of this issue.

RETIREMENT RETIREMENT PLANNING JUN 22, 2016
How clients can add $8,000 a year to their retirement income

Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING JUN 21, 2016
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule

The move would allow insurers to sidestep additional risk in distributing through independent agents.

Your retirement calculator might not be accurate
RETIREMENT RETIREMENT PLANNING JUN 21, 2016
Your retirement calculator might not be accurate

Studies show publicly available retirement calculators shouldn't be taken at face value.

RETIREMENT RETIREMENT PLANNING JUN 19, 2016
Skeptical advisers should reexamine their attitudes toward reverse mortgages

Most of the loans' issues have been solved, or at least ameliorated.

John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING JUN 17, 2016
John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule

The star of a late-night HBO comedy show had some biting words for non-fiduciary brokers, high 401(k) fees and active fund management.

RETIREMENT RETIREMENT PLANNING JUN 16, 2016
Want to work past retirement age? You're not alone

Senior citizens are already working more now than they did in the 1980s and 1990s. But can we raise the retirement age for good?