Retirement Planning

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Pension trade group believes DOL fiduciary rule is all but inevitable
RETIREMENT RETIREMENT PLANNING OCT 21, 2015
Pension trade group believes DOL fiduciary rule is all but inevitable

American Society of Pension Professionals and Actuaries now plans to shape -- not kill -- the proposal.

RETIREMENT RETIREMENT PLANNING OCT 20, 2015
How to hedge against triple whammy of Medicare price hikes

These three strategies can blunt the impact of 2016 cost increases.

Estimating college costs about to get easier
RETIREMENT RETIREMENT PLANNING OCT 20, 2015
Estimating college costs about to get easier

Families will be able to use income data from two years before the student attends school on their federal financial aid forms, instead of data from the prior year.

Don't abandon Social Security strategy to avoid Medicare hike
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
Don't abandon Social Security strategy to avoid Medicare hike

Short-sighted remedy is like 'prescribing a lobotomy for a headache'.

Which region is best prepared for retirement?
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
Which region is best prepared for retirement?

A new study examines geographical differences in retirement readiness.

The Social Security survivor benefit do-over
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
The Social Security survivor benefit do-over

Widows and widowers can repay benefits and collect higher amounts later.

RETIREMENT RETIREMENT PLANNING OCT 16, 2015
Republicans want to see cost-benefit analysis before SEC proceeds on fiduciary

Today's hearing on 2016 budget discussed the DOL rule as well, with a lawmaker asking Chairwoman Mary Jo White, 'Why are you allowing the Labor Department to take over your territory?'

RETIREMENT RETIREMENT PLANNING OCT 15, 2015
The newest way to get rid of credit card debt

Peer-to-peer lending is an increasingly popular way of stamping out debt, but how does it stack up against more traditional strategies?

RETIREMENT RETIREMENT PLANNING OCT 15, 2015
Retirees feel the pinch of rising health care costs

A 65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016
RETIREMENT RETIREMENT PLANNING OCT 15, 2015
Some retirees could see higher Medicare premiums, reduced Social Security benefits in 2016

One strategy may protect you from higher premiums next year; the other won't.

RETIREMENT RETIREMENT PLANNING OCT 15, 2015
How Social Security claiming strategies affect Medicare premiums

One strategy may protect you from higher premiums in 2016; the other won't.

Intel sued for investing employee 401(k) funds in hedge funds, private equity
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Intel sued for investing employee 401(k) funds in hedge funds, private equity

Lawsuit alleges 401(k) and profit-sharing participants invested in tech firm's custom target-date series and global diversified fund lost hundreds of millions of dollars.

Retirement savings gap will fall mostly on women, Krawcheck says
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Retirement savings gap will fall mostly on women, Krawcheck says

Former Bank of America exec calls it 'a women's crisis,' urges financial industry to lower the $13B gap between assets and post-retirement needs.

RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Four pieces of advice for boomers retiring on fumes

Retirees will need to bridge the gap between how much they collect through Social Security and what they're likely to spend in retirement.

MassMutual teams with Envestnet on defined-contribution managed-account service
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
MassMutual teams with Envestnet on defined-contribution managed-account service

Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.

RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Consumers lack detailed knowledge of Social Security

New survey finds advisers can play crucial role in maximizing clients' benefits.

Presidential candidates can't ignore Social Security
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Presidential candidates can't ignore Social Security

Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.

RETIREMENT RETIREMENT PLANNING OCT 13, 2015
Tips for how employees can get the most out of their retirement plan

The chief executive of retirement services provider TIAA-CREF weighs in on what is and isn't working when it comes to retirement savings.

RETIREMENT OPINION OCT 13, 2015
Americans more ready for retirement than ever

Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations

RETIREMENT RETIREMENT PLANNING OCT 13, 2015
Helping a client decide where to live is a critical part of retirement planning

Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.