Retirement Planning

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Oracle Corp. 401(k) plan targeted for excessive fees
RETIREMENT RETIREMENT PLANNING MAR 03, 2016
Oracle Corp. 401(k) plan targeted for excessive fees

Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.

RETIREMENT RETIREMENT PLANNING MAR 02, 2016
Could employers be the antidote to your student loan burden?

The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.

RETIREMENT RETIREMENT PLANNING MAR 01, 2016
This app helps you collect money from your ex — without having to talk to them

With SupportPay, parents can upload a receipt, send the ex a bill, and “never have a conversation,” according to the company's founder.

RETIREMENT EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

RETIREMENT RETIREMENT PLANNING FEB 26, 2016
Rising home prices put a damper on aspirational online real estate searches

Traditionally, buyers browsing online listings have looked at homes that cost more than they are planning to spend, but that has changed in some pricey markets.

Social Security issues new guidelines for popular file-and-suspend strategy
RETIREMENT RETIREMENT PLANNING FEB 26, 2016
Social Security issues new guidelines for popular file-and-suspend strategy

Updated April 29 deadline looms for those who want to take advantage of current rules.

RETIREMENT RETIREMENT PLANNING FEB 25, 2016
Couple files Finra arbitration claim against Morgan Stanley in connection with energy investment

Attorney claims his clients lost more than $100,000 as U.S. oil prices collapsed.

RETIREMENT RETIREMENT PLANNING FEB 25, 2016
Why it's more difficult than ever to trust financial advisers

A new working paper by business school professors at the University of Chicago and University of Minnesota found that 7% of advisers have been disciplined for misconduct.

Financial Engines plans insurance, health care advice for 401(k) participants
RETIREMENT RETIREMENT PLANNING FEB 24, 2016
Financial Engines plans insurance, health care advice for 401(k) participants

The 401(k) managed account provider is pushing for more holistic financial planning.

RETIREMENT RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

RETIREMENT RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

How should retirement plans pay their 401(k) fees?
RETIREMENT RETIREMENT PLANNING FEB 23, 2016
How should retirement plans pay their 401(k) fees?

Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.

RETIREMENT RETIREMENT PLANNING FEB 22, 2016
What Gene Wilder's death can teach you about estate planning

Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.

RETIREMENT RETIREMENT PLANNING FEB 22, 2016
Most Americans earmark tax refunds for savings, debt

More than half of the $330 billion in tax refunds Americans will get back this year will go toward savings or paying down debt &amp;mdash; the highest percentage since 2007.

RETIREMENT RETIREMENT PLANNING FEB 22, 2016
How much confidence do you have in your retirement?

A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.

Advisers shy away from LTC insurance dialogue: Study
RETIREMENT RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Social Security issues new file-and-suspend guidelines

April 29 deadline looms for those who want to take advantage of current rules.

RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Stock market selloff won't stop baby boomers from retiring

There's no evidence that short-term fluctuations in the stock market influence when workers call it quits.

Market volatility signals it's time to take another look at Roth conversions
RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Market volatility signals it's time to take another look at Roth conversions

Advisers should be considering a &#8220;re-characterization,&#8221; or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.

Track dates to save clients from new, big IRS fees
RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Track dates to save clients from new, big IRS fees

The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.