Retirement Planning

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Labor Department official promises 'changes' to fiduciary rule
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Labor Department official promises 'changes' to fiduciary rule

Labor Department official says the agency will change its proposal to mollify the brokerage industry.

What new same-sex marriage laws mean for your taxes, estate and retirement
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
What new same-sex marriage laws mean for your taxes, estate and retirement

The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.

Broker-dealers face administrative hurdles in rollout of QLAC annuity
RETIREMENT RETIREMENT PLANNING JUL 20, 2015
Broker-dealers face administrative hurdles in rollout of QLAC annuity

Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

SIFMA's advice to DOL on the fiduciary rule: Start over
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
SIFMA's advice to DOL on the fiduciary rule: Start over

Industry heavyweight argues the proposal would limit access to investment advice.

RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Finra says DOL fiduciary rule would confuse advisers, investors

RETIREMENT RETIREMENT PLANNING JUL 16, 2015
What you can learn from a Harvard economist's retirement screw-up

Alicia Munnell confesses her "not-so-smart" moves and explains how she recovered. Hint: It had nothing to do with stocks or bonds.

Latest trends in the retirement income market
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Latest trends in the retirement income market

Capturing rollovers, satisfying income seekers in low-interest rate environment.

Perez assures lawmakers DOL will make fiduciary rule work
RETIREMENT RETIREMENT PLANNING JUL 16, 2015
Perez assures lawmakers DOL will make fiduciary rule work

RETIREMENT RETIREMENT PLANNING JUL 15, 2015
Why Social Security should be your backup plan in retirement

Claim early only if you really need to; suspend until later if you can afford it.

Financial planning platforms target Social Security benefits data for online integration
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
Financial planning platforms target Social Security benefits data for online integration

Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.

BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues

Inadequacy of savings is a "far bigger crisis than health care ever was."

Social Security Disability Fund will be empty next year
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Social Security Disability Fund will be empty next year

Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.

9 things companies do during earnings season that investors hate
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

Help boomers recognize reality bites when it comes to wages in retirement
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Help boomers recognize reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows

RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Billy Joel: Poster child for the Viagra college fund?

Older dads can trigger Social Security benefits for young children.

RETIREMENT RETIREMENT PLANNING JUL 13, 2015
Reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows.

Jeffrey Gundlach is riding out the Greek storm in Treasuries
RETIREMENT RETIREMENT PLANNING JUL 13, 2015
Jeffrey Gundlach is riding out the Greek storm in Treasuries

<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.

RETIREMENT RETIREMENT PLANNING JUL 13, 2015
States act as federal legislation on auto IRAs stalls

Maryland, Connecticut aim to boost savings rates; some say the measures could be mandates on small employers.

RETIREMENT RETIREMENT PLANNING JUL 10, 2015
How an elite financial adviser created his own financial freedom

Michael Kitces saves more than half his income and still drives a Kia Spectra, despite great professional success.

RETIREMENT RETIREMENT PLANNING JUL 09, 2015
Why you can't give relatives scholarship money and call it charity

The IRS shuts down a scholarship fund that gave money only to family; find out how you can provide income to loved ones tax free.