Retirement Planning

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RETIREMENT RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

From barely registering to an integral component

RETIREMENT RETIREMENT PLANNING JAN 18, 2015
Persuading clients to defer enough salary

Key is to be realistic when trying to get clients to save more for retirement.

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

For the growing number of gun collectors, a trust might hit the bulls-eye
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
For the growing number of gun collectors, a trust might hit the bulls-eye

Additional estate planning can help keep your weapons in good hands.

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

RETIREMENT RETIREMENT PLANNING JAN 16, 2015
Lifetime income to reach defined-contribution retirement plans, but not anytime soon

Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.

Vanguard's funds reach new heights
RETIREMENT RETIREMENT PLANNING JAN 15, 2015
Vanguard's funds reach new heights

Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.

RETIREMENT RETIREMENT PLANNING JAN 15, 2015
The death of Zsa Zsa's daughter shows importance of burial planning

A stepfather who battled Francesca Hilton in court could have won control.

RETIREMENT RETIREMENT PLANNING JAN 15, 2015
Helping clients get a second chance at Medicare benefits

As you are doing your year-end planning with clients, ask them if their Medicare coverage is in place for 2015.

RETIREMENT RETIREMENT PLANNING JAN 15, 2015
Gay couples take steps to claim Social Security benefits

Though rules still vary from state to state, the agency is encouraging all same-sex couples to register anyway.

RETIREMENT RETIREMENT PLANNING JAN 14, 2015
Easy guidelines for saving for college in a child's name

Custom target date funds gaining in DC plans: Report
RETIREMENT RETIREMENT PLANNING JAN 13, 2015
Custom target date funds gaining in DC plans: Report

DOL tip in 2013 prompts plans to take a look at how the funds fit.

House GOP targets Social Security funding
RETIREMENT RETIREMENT PLANNING JAN 13, 2015
House GOP targets Social Security funding

House Republicans flexed their muscles during the first week of the new session of Congress, setting up a future fight over Social Security funding that will probably take shape in the lame-duck session after the 2016 elections.

RETIREMENT RETIREMENT PLANNING JAN 12, 2015
Creative way to get clients to save more: Offer a prize

Research suggests savings increase when people are given a chance to win.

Automated tools help you claim Social Security
RETIREMENT RETIREMENT PLANNING JAN 12, 2015
Automated tools help you claim Social Security

LifeYield tool, offered through Quicken, is latest to target investors

RETIREMENT RETIREMENT PLANNING JAN 12, 2015
Finding solutions to the key challenges of modern retirement

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

Hedge fund employees enjoy the fruits of their labor
RETIREMENT EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

Social Security's special tax rule for repaying benefits
RETIREMENT RETIREMENT PLANNING JAN 12, 2015
Social Security's special tax rule for repaying benefits

Amount of repayment determines method.

RETIREMENT RETIREMENT PLANNING JAN 12, 2015
Powerful GOP senator to defend retirement tax incentives

Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.

Your next client? Meet the six-figure skilled laborer
RETIREMENT RETIREMENT PLANNING JAN 11, 2015
Your next client? Meet the six-figure skilled laborer

Advisers: There's a client market where your help is sorely needed &#8212; it's called skilled labor, and it could see a bump in the ranks.