Retirement Planning

Displaying 7978 results
RETIREMENT RETIREMENT PLANNING OCT 12, 2014
Distribution error wipes out IRA

RETIREMENT RIAS OCT 10, 2014
Earnings season shapes up as the next test for the markets

Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.

RETIREMENT RETIREMENT PLANNING OCT 10, 2014
How gay couples can act on Social Security benefits now

Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.

RETIREMENT RETIREMENT PLANNING OCT 09, 2014
Public pensions put Pimco on watch after Gross exit

Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.

Some earnings don't reduce Social Security benefits
RETIREMENT RETIREMENT PLANNING OCT 08, 2014
Some earnings don't reduce Social Security benefits

Bonuses, vacation pay and commissions don't count toward earnings test, but book royalties do.

RETIREMENT RETIREMENT PLANNING OCT 08, 2014
Supreme Court to consider workers' rights to sue 401(k) plans

Workers could have more power to hold plans accountable for excessive fees, depending on how the court rules on a key case next year.

RETIREMENT RETIREMENT PLANNING OCT 08, 2014
IRS shifts course with new rollover distribution rule

The latest guidance from the IRS allows workers to roll over certain retirement money tax-free.

RETIREMENT RETIREMENT PLANNING OCT 07, 2014
Ex-Ameriprise adviser pleads guilty to stealing nearly $1 million

Susan Walker admitted to accusations she used $980,000 of client assets to pay for personal expenses, including vacations and private school tuition.

RETIREMENT RETIREMENT PLANNING OCT 07, 2014
AIG promotes Peter Hancock to CEO, replacing Benmosche

After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.

RETIREMENT RETIREMENT PLANNING OCT 06, 2014
Could this app get your spending under control?

Study finds that users spent 15.7% less when tracking dollars with a mobile app.

RETIREMENT RETIREMENT PLANNING OCT 06, 2014
How public employees can get around Social Security restrictions

Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

RETIREMENT RETIREMENT PLANNING OCT 06, 2014
How public employees can get around Social Security restrictions

Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

RETIREMENT RETIREMENT PLANNING OCT 06, 2014
Social Security cost-of-living adjustments projected to increase slightly in 2015

Typical expenses continue to outpace annual benefit hikes.

RETIREMENT RETIREMENT PLANNING OCT 05, 2014
Learning how to handle stressed clients

Deal with clients at tense moments in their lives requires first-hand experience

RETIREMENT RETIREMENT PLANNING OCT 03, 2014
How to make the 401(k) cash pile last for life

The hard questions: Spend now to enjoy healthy years and risk running out of money? Or scrimp today for a tomorrow that may never come -- or come only when you're too infirm to savor it?

RETIREMENT RETIREMENT PLANNING OCT 03, 2014
A 401(k) conundrum: Can you make cash pile last for life?

Little thought &amp;ndash; or government help &amp;mdash; is given to the question of how to make withdrawals from a retirement plan

RETIREMENT RETIREMENT PLANNING OCT 03, 2014
Supreme Court decision on 401(k) fee case could have domino effect

Where the court stands on a six-year statute of limitations could shape how fiduciaries serve retirement plans and participants.

RETIREMENT RETIREMENT PLANNING OCT 03, 2014
Supreme Court decision on 401(k) fee case could have domino effect

Where the court stands on a six-year statute of limitations could shape how fiduciaries serve retirement plans and participants.

RETIREMENT RETIREMENT PLANNING OCT 02, 2014
Tom Clancy's final plot twist is a big estate fight over taxes

Lesson learned: Settle the questions beforehand by funding trusts

RETIREMENT RETIREMENT PLANNING OCT 02, 2014
Why financial advisers still hate reverse mortgages

Tapping your equity in retirement can increase your income, but trap you when you need to move.