Retirement Planning

Displaying 7978 results
RETIREMENT RETIREMENT PLANNING JUN 19, 2014
Do-over: Fix the mistake you made claiming Social Security

There are remedies, though you may not like them.

RETIREMENT RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Retirees suffer as brokers cash in on 401(k) rollover boom

Some brokers may have moved clients into inappropriate investments as they moved money into higher-fee IRAs.

RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Workplaces offer help claiming Social Security

Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same

Charitable giving rises and closes in on 2007 record
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Charitable giving rises and closes in on 2007 record

In 2013, U.S. adults donated $1,016 per capita, and some research suggests people want to give more.

RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Social Security support tools a big hit with financial advisers

Nationwide unwraps free access to Social Security Timing software.

RETIREMENT RETIREMENT PLANNING JUN 18, 2014
The retirement apocalypse that isn't coming

Retirement isn't going the way of the carrier pigeon. Innovative retirement plans and new policies and products point to a future richer than many workers imagine.

RETIREMENT RETIREMENT PLANNING JUN 17, 2014
How Hillary and Bill Clinton avoid estate taxes

Longtime supporters of the tax, they are using the strategies common to the wealthy to reduce theirs.

RETIREMENT RETIREMENT PLANNING JUN 17, 2014
Clients' higher tax bills prompt advisers to brush up on taxes

2013's tax changes will likely prompt advisers to keep a closer watch on their clients' tax strategies.

How to pick apart charitable trusts
RETIREMENT RETIREMENT PLANNING JUN 17, 2014
How to pick apart charitable trusts

The benefits of charitable trusts vary — particularly when it comes to interest rate environments.

RETIREMENT RETIREMENT PLANNING JUN 16, 2014
Recent grads strain under college debt

2 tips for reducing or managing college debt: Remember that monthly cash flow is king, and seek out programs to help you repay.

RETIREMENT RETIREMENT PLANNING JUN 16, 2014
Op-Ed: Failure to launch drags the economy down

The impact of thie rising tide of student debt is widespread. The average student debt level is nearly $30,000.

RETIREMENT RETIREMENT PLANNING JUN 16, 2014
Is retirement dead?

Reports of the death of your retirement have been greatly exaggerated.

RETIREMENT EQUITIES JUN 15, 2014
Clintons jump through financial planning loopholes to dodge estate taxes they support

<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.

RETIREMENT RETIREMENT PLANNING JUN 15, 2014
The big benefits decision

Companies override workers' 401(k) selections
RETIREMENT RETIREMENT PLANNING JUN 13, 2014
Companies override workers' 401(k) selections

After years of data showing that workers routinely make major mistakes when saving for their own retirements, employers are beginning to take control again.

RETIREMENT RETIREMENT PLANNING JUN 13, 2014
Galvin's scrutiny of 401(k) matches misfires

The Massachusetts Securities Division, led by William Galvin, targeted many of the wrong firms in questioning 401(k) record keepers about employers moving to an annual match instead of contributing each pay period.

RETIREMENT RETIREMENT PLANNING JUN 13, 2014
Massachusetts opens inquiry into 401(k) plan contribution delays

William Galvin, Massachusetts' chief securities regulator, is calling on 401(k) plan administrators to report how many companies have shifted to a lump-sum matching contribution once a year, a change that can undermine worker savings.

RETIREMENT RETIREMENT PLANNING JUN 12, 2014
IRI to provide health care cost tool to members

Tool will enable IRI member firms to project how much retirees will spend on health care.

RETIREMENT RETIREMENT PLANNING JUN 12, 2014
Average retiree health costs could overtake Social Security benefits

Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the &quot;ugly truth&quot; of what's eating that income.