Retirement Planning

Displaying 7978 results
RETIREMENT RETIREMENT PLANNING NOV 17, 2014
Tax-planning season gets under way

Consider donations, remember the high tab under the Tax Relief Act, and get yourself in to an adviser if you have one

RETIREMENT RETIREMENT PLANNING NOV 16, 2014
Most Medicare beneficiaries overspend on out-of-pocket costs

People don't understand their coverage and the choices they can make to maximize their benefits and minimize unnecessary spending.

RETIREMENT RETIREMENT PLANNING NOV 14, 2014
DOL to review documents in 401(k) excessive fee suit

The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.

RETIREMENT RETIREMENT PLANNING NOV 14, 2014
Do you really need long-term care insurance?

New study offers a more accurate estimate of nursing home stays and shows which consumers benefit

RETIREMENT EQUITIES NOV 14, 2014
Prolific U.S. oil production raises questions about a new tipping point

Friday <i>Breakfast with Benjamin</i> highlights the downsides to cheap U.S. oil. Plus: Maybe you don't need long-term-care insurance, the high risks of not saving for retirement, Putin becomes a gold bug, and why you might get a raise in 2015.

RETIREMENT RETIREMENT PLANNING NOV 12, 2014
Crash course in Social Security for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits

RETIREMENT RETIREMENT PLANNING NOV 12, 2014
ARCP delays third-quarter earnings report

American Realty Capital Properties wins approval from creditors for postponement of reporting its third-quarter financial statements until Jan. 5.

RETIREMENT RETIREMENT PLANNING NOV 12, 2014
Supreme Court case could shake up union retiree benefits

For advisers, it's time to get familiar with the terms under which union employees receive health care.

RETIREMENT RETIREMENT PLANNING NOV 11, 2014
Republicans expected to tackle retirement issues in 2015

Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.

RETIREMENT RETIREMENT PLANNING NOV 11, 2014
Promise of ACA's small business initiative falls flat

RETIREMENT RETIREMENT PLANNING NOV 10, 2014
97% of women make this Social Security mistake

As life spans lengthen, it's more important than ever to get your claiming decisions right

RETIREMENT RETIREMENT PLANNING NOV 10, 2014
How grandparents can help keep college debt down

Three planning tools to minimize student loans

RETIREMENT RETIREMENT PLANNING NOV 10, 2014
The new Congress is likely to duck Social Security reform

A recent poll finds Americans are willing to pay more to preserve the program.

RETIREMENT RIAS NOV 10, 2014
Lawsuit against Financial Engines a red flag for plan sponsors

Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.

RETIREMENT RETIREMENT PLANNING NOV 09, 2014
IRA funds protected in bankruptcy

RETIREMENT RETIREMENT PLANNING NOV 09, 2014
New Congress is unlikely to tackle Social Security reform

It'll be nearly 20 years before the trust fund runs out of surplus

RETIREMENT RETIREMENT PLANNING NOV 07, 2014
Social Security cost-of-living adjustment to rise less than 2% again in 2015

Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.

RETIREMENT RETIREMENT PLANNING NOV 07, 2014
With Medicare signup coming soon, tax bracket management strategies can help clients save

Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

RETIREMENT EQUITIES NOV 06, 2014
John Hancock pushes for liquid alts in retirement plans

<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

RETIREMENT RETIREMENT PLANNING NOV 06, 2014
GOP Senate win gives it the clout to change Obamacare

With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.