Retirement Planning

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When it comes to retirement savings, millennials blow past boomers
RETIREMENT RETIREMENT PLANNING JUN 20, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation

Lawmakers consider lower tax rate for intellectual property housed in the U.S.
RETIREMENT RETIREMENT PLANNING JUN 19, 2015
Lawmakers consider lower tax rate for intellectual property housed in the U.S.

The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.

Oregon joins states attempting to bolster small business retirement plans
RETIREMENT RETIREMENT PLANNING JUN 19, 2015
Oregon joins states attempting to bolster small business retirement plans

More states aim to plug a hole as half of private-sector workers have no access to a 401(k) or a pension plan on the job.

Fewer Americans risking their retirement money with stupid investments
RETIREMENT RETIREMENT PLANNING JUN 19, 2015
Fewer Americans risking their retirement money with stupid investments

Defined contribution plans are getting more balanced, new data on Vanguard 401(k)s show.

RETIREMENT RETIREMENT PLANNING JUN 18, 2015
How couples can stop fighting about money

Follow these simple tips to improve your relationship and your family's finances.

RETIREMENT RETIREMENT PLANNING JUN 18, 2015
Washington latest state to encourage workplace retirement plans

Creates website to match small employers with private-sector retirement plans

RETIREMENT RETIREMENT PLANNING JUN 18, 2015
Clearing up adviser confusion on the new once-per-year IRA rollover rule

Here are answers to common adviser questions on the new IRA rollover rule

RETIREMENT RETIREMENT PLANNING JUN 17, 2015
Charitable giving finally surpasses pre-crisis levels

Bequests jump thanks to generous giants including former Buffalo Bills owner Ralph Wilson and the Bill and Melinda Gates Foundation.

Everything you need to know about setting up a private foundation
RETIREMENT RETIREMENT PLANNING JUN 16, 2015
Everything you need to know about setting up a private foundation

Prospective donors will want to be ready to give both their money and their time.

RETIREMENT RETIREMENT PLANNING JUN 16, 2015
Establish a gifting strategy while you pull your taxes together

5 steps to help you decide what to give and to whom

Roth 401(k) vs. traditional 401(k)? No contest
RETIREMENT RETIREMENT PLANNING JUN 16, 2015
Roth 401(k) vs. traditional 401(k)? No contest

Retirement experts say the Roth version has it all over the old-school DC plan; employees still not converting, though

RETIREMENT OPINION JUN 15, 2015
Thinking like a retiree is quite different than thinking like an investor

Retirement income planning is now established as a vital component of financial planning.

RETIREMENT RETIREMENT PLANNING JUN 15, 2015
Don't miss out on the Roth 401(k)'s tax-free withdrawals

Few workers use the retirement plan despite its advantages and growing availability.

Questions to ask when considering a continuing care retirement community
RETIREMENT RETIREMENT PLANNING JUN 15, 2015
Questions to ask when considering a continuing care retirement community

Advisers can help clients sort options for elderly housing based on cost and care differences.

Social Security envisions a new tech-savvy future
RETIREMENT RETIREMENT PLANNING JUN 15, 2015
Social Security envisions a new tech-savvy future

Agency embraces technology while juggling demand for increased face-to-face service.

Why it doesn't make sense to let clients borrow from their 401(k) plans
RETIREMENT RETIREMENT PLANNING JUN 15, 2015
Why it doesn't make sense to let clients borrow from their 401(k) plans

<b>Breakfast with Benjamin:</b> Most Americans aren't sitting on 401(k) balances that they can afford to skim, yet an estimated 26% have loans outstanding.

These funds can help you avoid donation headaches
RETIREMENT RETIREMENT PLANNING JUN 12, 2015
These funds can help you avoid donation headaches

Three-quarters of donors say donor-advised funds help them lower capital gains taxes or give more to charities.

RETIREMENT RETIREMENT PLANNING JUN 11, 2015
Everyone's doing it: How peer pressure influences retirement savings

Feeling behind in savings and salary or embarrassment over finances motivates a third of non-retirees to make positive financial decisions, according to a recent survey.

Majority of Americans flunk Social Security quiz
RETIREMENT RETIREMENT PLANNING JUN 10, 2015
Majority of Americans flunk Social Security quiz

Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.

The bond markets are mysteriously losing liquidity
RETIREMENT EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.