Retirement Planning

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RETIREMENT EQUITIES JUN 27, 2014
World stock markets get nervous as Iraq melts down

Plus: Deutsche Bank shows its hand with World Cup bets, Wall Street fines are a cash cow for the Treasury Dept., navigating Social Security before you retire, and eating at home gets pricey in a hurry.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
As more states recognize gay marriage, planning traps still await couples

Supreme Court could agree to rule on one of many appeals cases by this summer, and largely clear things up.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
Your doctor is making it her business to know about all about your buying habits

All-seeing medical eye: Health care companies are buying big data to get a window into patients lives.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
Fewer than half of women have an emergency fund

Report on women investors finds they are closing the financial literacy gap fast, but remain behind men in terms of confidence and knowledge.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
Galvin asks Congress to force 401(k) plan disclosures

Massachusetts' chief securities regulator Wiliam Galvin has asked Congress to force 401(k) plan disclosures, ratcheting up pressure to force transparency in retirement accounts.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
How to reap the benefits of Social Security's rearview mirror

Claiming after age 66 can result in retroactive benefits.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
BlackRock extends reach into retirement business with new funds, indexes

Money manager turns focus to retirement income, distribution vs. accumulation.

RETIREMENT RETIREMENT PLANNING JUN 26, 2014
A new financial planning frontier for same-sex marriage

Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.

RETIREMENT RETIREMENT PLANNING JUN 25, 2014
Bankrupt basketball star wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it. Schools are launching executive MBAs for athletes like him.

RETIREMENT RETIREMENT PLANNING JUN 25, 2014
Could earning less later in your career reduce your Social Security?

Find out whether your top years or final years determine your monthly benefit amount.

RETIREMENT RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Putnam's Reynolds to Congress: To grow the economy, help boost savings

Study tied to preserving tax incentives for 401(k) plans.

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
More millionaires than ever in 2013

Surging equity markets and improving economies contributed to double-digit growth in both population and wealth levels.

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Ways and Means to vote on extending deduction for IRA charitable contributions

One of several tax extenders the committee will take up Thursday.

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
“Top 40” host Casey Kasem's disappearance holds lessons for advisers

“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Using an IRA like a bank is risky

Tapping accounts for short-term financing can be costly if funds aren't replaced within 60 days

RETIREMENT RETIREMENT PLANNING JUN 20, 2014
Sting has a reported $300M, but will limit kids' inheritance

Joining a chorus of wealthy parents, the musician says too much money might turn out to be an albatross for his children.

RETIREMENT RETIREMENT PLANNING JUN 20, 2014
How long must clients be married to collect Social Security on each other? It depends

Rules differ for those currently married, widows/widowers and the divorced

RETIREMENT RETIREMENT PLANNING JUN 20, 2014
Social Security benefits and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate.

SSA starts paying benefits to married gay couples, but questions remain
RETIREMENT RETIREMENT PLANNING JUN 20, 2014
SSA starts paying benefits to married gay couples, but questions remain

Social Security encourages people to apply for spousal benefits even with uncertainties.