Retirement Planning

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Key Supreme Court case leaves union retiree health care benefits up in the air
RETIREMENT RETIREMENT PLANNING JAN 09, 2015
Key Supreme Court case leaves union retiree health care benefits up in the air

Don't assume retiree health care benefits provided by companies are forever.

Slow start to Obama's grand 'MyRA' retirement savings program
RETIREMENT RETIREMENT PLANNING JAN 09, 2015
Slow start to Obama's grand 'MyRA' retirement savings program

Treasury Dept. met its deadline but significant hurdles remain to get workers signed up.

Nobody can accuse Bill Gross of not eating his own cooking
RETIREMENT EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

RETIREMENT RETIREMENT PLANNING JAN 09, 2015
2015 resolution: Avoid 60-day rollovers

Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.

RETIREMENT RETIREMENT PLANNING JAN 09, 2015
How Social Security cost-of-living adjustments change benefits this year

Retiree benefits increase and so do taxes for high-income workers.

RETIREMENT RETIREMENT PLANNING JAN 09, 2015
The 401(k) gender gap: Women are saving more than men

Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

IRS budget cuts mean fewer audits, delayed refunds
RETIREMENT RETIREMENT PLANNING JAN 08, 2015
IRS budget cuts mean fewer audits, delayed refunds

'A devastating erosion of service' at the agency over the past five years, according to the national taxpayer advocate

Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

That first interest rate hike might feel like a doozy
RETIREMENT EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

RETIREMENT RETIREMENT PLANNING JAN 08, 2015
'Longevity' in annuities could be the big 2015 focus

New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.

RETIREMENT RETIREMENT PLANNING JAN 07, 2015
Surprising factor in women's retirement decision: grandchildren

Considering taking time off to help? Leaving the workforce early carries higher costs than you may realize.

RETIREMENT RETIREMENT PLANNING JAN 06, 2015
Investors' interest in tax-exempt municipal bonds rises with tax rates

But avoid high-grade bonds on the short to intermediate part of the yield curve.

Global markets fixate on China's currency play
RETIREMENT EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

Bond fund managers bravely approach beaten down energy debt
RETIREMENT EQUITIES JAN 06, 2015
Bond fund managers bravely approach beaten down energy debt

On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.

RETIREMENT EQUITIES JAN 05, 2015
The best- and worst-performing target date funds

The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.

RETIREMENT RETIREMENT PLANNING JAN 05, 2015
$47M in retirement pay for CEO as crisis spreads for average Americans

Target chief's package a stark contrast to still-working retiree living on $1,000 a month

RETIREMENT RETIREMENT PLANNING JAN 05, 2015
How cost-of-living adjustments change Social Security benefits this year

Retiree benefits increase and so do taxes for high-income workers.

RETIREMENT RETIREMENT PLANNING JAN 05, 2015
Key 401(k) Supreme Court suit will shake up retirement plan advisers

Expect more due diligence on funds and fees, and expect to do it more frequently.

RETIREMENT RETIREMENT PLANNING DEC 30, 2014
Lessons from $1B divorce: How to split business assets

What do a spouse's efforts mean for the valuation of a business and its division in two?

RETIREMENT RETIREMENT PLANNING DEC 30, 2014
Disastrous year looms for U.S. bonds, say forecasters

Prices set to fall as interest rates rise and the economy picks up steam, say prognosticators, who haven't been this bearish since 2008.