Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAR 26, 2015
Estate of American Sniper Chris Kyle highlights vital lesson

Wills protect those you want to shield

Saving just got a lot more complicated
RETIREMENT RETIREMENT PLANNING MAR 26, 2015
Saving just got a lot more complicated

Ultralow interest rates and longer lifespans means tried-and-true rules go out the window.

Why you might see your Social Security check shrink
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Why you might see your Social Security check shrink

An income spike, such as from the sale of a property, can lead to higher Medicare costs.

Income spike can reduce Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Income spike can reduce Social Security benefits

Blame the temporary reduction on higher Medicare premiums.

Help clients avoid first-time RMD errors
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Help clients avoid first-time RMD errors

Steer clear of common mistakes and high penalties related to required minimum distributions.

With Obama's push, is fiduciary a done deal? Not so fast
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
With Obama's push, is fiduciary a done deal? Not so fast

Advisers, experts weigh in on DOL fiduciary rule's prospects and what it might end up looking like.

SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 24, 2015
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule

Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.

SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING MAR 24, 2015
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule

Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.

RETIREMENT RETIREMENT PLANNING MAR 24, 2015
401(k) bond funds get a makeover

The once sleepy side of the retirement plan fund menu now features a variety of choices.

RETIREMENT RETIREMENT PLANNING MAR 23, 2015
To Roth or not to Roth? How to lower your tax bill on retirement savings

Guidelines for three different groups of workers on choosing a tax-smart combination of sources for retirement savings.

Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers
RETIREMENT RETIREMENT PLANNING MAR 23, 2015
Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers

Regardless of how the high court rules, ongoing investment monitoring will be here to stay.

Where to invest during the run-up to the presidential election
RETIREMENT EQUITIES MAR 22, 2015
Where to invest during the run-up to the presidential election

<i>Breakfast with Benjamin</i>: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.

Health costs in retirement keep climbing
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Health costs in retirement keep climbing

Average costs could exceed Social Security benefits in the future; a 65-year-old couple could spend as much as $400,000.

Boost Social Security benefits with these 4 ideas
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Boost Social Security benefits with these 4 ideas

Consider key details about your age, spouse and work history.

IRA incentives help savers, but they need to keep a close eye on fees
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
IRA incentives help savers, but they need to keep a close eye on fees

The programs, including one launched last week by Fidelity, won't make everyday investors millionaires, but they help

Four strategies to boost Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Four strategies to boost Social Security benefits

Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.

Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

RETIREMENT RETIREMENT PLANNING MAR 18, 2015
Consider these tax consequences when splitting assets in a divorce

With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.

RETIREMENT OPINION MAR 17, 2015
Money Milestone: Five questions to ask before buying a vacation home

More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?

Alternatives make push for retirement accounts
RETIREMENT RETIREMENT PLANNING MAR 17, 2015
Alternatives make push for retirement accounts

Being used in target date funds, but higher fees may prevent widespread use