Retirement Planning

Displaying 7980 results
Putting ETF liquidity concerns in perspective
RETIREMENT EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

Recent class-action surge ups the ante for 401(k) advice
RETIREMENT RETIREMENT PLANNING FEB 18, 2016
Recent class-action surge ups the ante for 401(k) advice

Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.

Social Security Administration releases details of rule on new spousal benefits claiming strategy
RETIREMENT RETIREMENT PLANNING FEB 17, 2016
Social Security Administration releases details of rule on new spousal benefits claiming strategy

But the Social Security Administration still has no guidelines for file-and-suspend deadlines.

How retirement coaching can add value to your practice
RETIREMENT OPINION FEB 17, 2016
How retirement coaching can add value to your practice

Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.

RETIREMENT RETIREMENT PLANNING FEB 12, 2016
Financial planning tips for blended families

More than 40 million Americans are in a second or third marriage. Here's how to make sure you plan properly for your step family.

Sen. Warren, Rep. Cummings accuse financial industry of crying wolf on DOL fiduciary
RETIREMENT RETIREMENT PLANNING FEB 12, 2016
Sen. Warren, Rep. Cummings accuse financial industry of crying wolf on DOL fiduciary

The Massachusetts senator and Rep. Elijah Cummings, D-Md., assert four large insurance companies are telling regulators and shareholders different tales.

RETIREMENT RETIREMENT PLANNING FEB 12, 2016
65 and broke: Student loan debt isn't just a young person's problem

The amount of education debt held by people 65 and older ballooned to $18.2 billion in 2013, from $2.8 billion in 2005.

RETIREMENT RETIREMENT PLANNING FEB 11, 2016
World's best REIT hands Fortress 700% gain on Japan bets after tsunami

Fortress says infrastructure in Japan among bright spots of Abenomics

Planning implications of Obama's budget in one simple chart
RETIREMENT RETIREMENT PLANNING FEB 11, 2016
Planning implications of Obama's budget in one simple chart

Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.

RETIREMENT RETIREMENT PLANNING FEB 11, 2016
How competent is your tax preparer?

The U.S. Government Accountability Office estimates that half of all self-prepared individual tax returns contain at least one error, compared to 60% of returns completed by a paid preparer.

Adjusting Social Security claiming strategies for new rules
RETIREMENT RETIREMENT PLANNING FEB 11, 2016
Adjusting Social Security claiming strategies for new rules

Here are a few scenarios that can help you guide your clients' decisions.

RETIREMENT RETIREMENT PLANNING FEB 10, 2016
David Bowie's estate should serve as a lesson for everyone

Follow the late singer's lead and don't wait to plan for your loved ones until it is too late.

RETIREMENT RETIREMENT PLANNING FEB 10, 2016
Why having a trust plan is essential for all investors

Regardless of how wealthy you are or how fiscally responsible your heirs, trusts can make sense.

RETIREMENT RETIREMENT PLANNING FEB 09, 2016
Americans have a hard time shaking their credit card addictions

Consumers owed a total of $936 billion in credit-card and other revolving debt in December &amp;mdash; a $103 billion increase from April 2011.

Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

Merrill Lynch launches Social Security claiming tool
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Merrill Lynch launches Social Security claiming tool

Other advisers can take a page from the the firm's action plan.

New bill would provide universal retirement coverage for U.S. workers
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
New bill would provide universal retirement coverage for U.S. workers

Legislation sponsored by Senator Jeff Merkley (D-Oregon) would establish a universal savings account for all working Americans regardless of the size of their employers.

Are your clients using the wrong account to save for retirement?
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

Owner of Westminster's winning dog to see big return on investment
RETIREMENT RETIREMENT PLANNING FEB 07, 2016
Owner of Westminster's winning dog to see big return on investment

Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.