Retirement Planning

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RETIREMENT RETIREMENT PLANNING JAN 07, 2016
You may have to wait longer for your tax refund this year

Increased fraud protections in response to last year's explosion of refund theft will likely draw out the wait for your money.

RETIREMENT RETIREMENT PLANNING JAN 06, 2016
What to do with your 401(k) after you leave your job

Fees in 401(k)s and IRAs vary greatly — and they could be silently killing your investment returns.

New Social Security service connects advisers, clients with filing experts
RETIREMENT RETIREMENT PLANNING JAN 06, 2016
New Social Security service connects advisers, clients with filing experts

Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.

Boeing settles 401(k) suit for near-record $57 million
RETIREMENT RETIREMENT PLANNING JAN 05, 2016
Boeing settles 401(k) suit for near-record $57 million

The large settlement underscores the need to ensure reasonable fees and asset classes for investments, and that the overall value of services matches up with cost.

RETIREMENT RETIREMENT PLANNING JAN 04, 2016
Aging boomers are ready for financial advice

New book teaches consumers how to select the right adviser.

RETIREMENT RETIREMENT PLANNING DEC 30, 2015
Beware the early distribution penalty

Clients need prep for long-term care
RETIREMENT RETIREMENT PLANNING DEC 28, 2015
Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

RETIREMENT RETIREMENT PLANNING DEC 28, 2015
2016 could be a good year for women looking to buy real estate

Single female homebuyers are poised to make a comeback, particularly in cities where their salaries are rising faster than those of single men.

RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Retirement readiness improves, but most Americans' savings still fall short

More than half of Americans are still at risk of being unprepared to completely cover essential living expenses in retirement.

New bills aim to stop DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
New bills aim to stop DOL fiduciary rule

New bipartisan legislation would quash a Labor Department proposal to strengthen investment advice standards for retirement accounts.

Fiduciary liability unclear when selecting and monitoring default retirement investments
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Fiduciary liability unclear when selecting and monitoring default retirement investments

Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.

RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Boeing settlement underscores advisers' 401(k) responsibility

As excessive-fee suits are poised to move down market, advisers should pay attention to teachings of 401(k) suits such as Boeing's.

RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What investors need to consider

There are subtleties that could have big tax implications.

RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What to consider for clients

There are subtleties that could have big tax implications for clients.

RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Here's proof the rich really are getting richer

This city ranking shows where the difference between the top 20% of wage earners and the bottom 20% is most prominent.

RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Will companies start paying employees to relocate?

As Facebook offers its workers $10,000 to move closer, other businesses face hurdles before the practice becomes widespread.

RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Get your 0% credit card balance transfer offer before it's gone

As the prime rate set by banks goes up, companies may raise fees or restrict offers.

RETIREMENT RETIREMENT PLANNING DEC 20, 2015
Roskam anticipates House approval of bill to stop DOL fiduciary rule

The author of legislation that would halt the Labor Department's fiduciary rule anticipates the measure will make it at least to the House floor.

Are state-run retirement plans a good deal for private-sector workers?
RETIREMENT RETIREMENT PLANNING DEC 20, 2015
Are state-run retirement plans a good deal for private-sector workers?

Not only would state-run plans undermine existing healthy competitive private markets for retirement plan products and services, but they are not be a good deal for American workers.

The case for why the DOL fiduciary rule won't kill IRA rollovers
RETIREMENT RETIREMENT PLANNING DEC 20, 2015
The case for why the DOL fiduciary rule won't kill IRA rollovers

Despite what opponents say, IRA rollovers will likely withstand implementation of the fiduciary rule.