Retirement Planning

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It doesn't always pay to delay Social Security
RETIREMENT RETIREMENT PLANNING APR 01, 2014
It doesn't always pay to delay Social Security

Some public employees may not be eligible for survivor benefits.

RETIREMENT RETIREMENT PLANNING APR 01, 2014
Get set for 21st-century retirement

Longer lives and additional time in the labor force have shifted views on asset allocation

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Retirement plan diversification improving, women take the lead

Wells Fargo report says few men or women are contributing recommended 10% to their 401(k)

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Is retirement dead?

Reports of the death of your retirement have been greatly exaggerated

How to interpret Social Security benefit statements
RETIREMENT RETIREMENT PLANNING MAR 31, 2014
How to interpret Social Security benefit statements

Public sector workers' payments may be reduced.

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Anticipate the challenges of aging in place

As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Mary Beth Franklin: Budget raises questions about fate of claiming strategies

Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.

RETIREMENT RETIREMENT PLANNING MAR 30, 2014
Even the affluent are delaying retirement

As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.

RETIREMENT RETIREMENT PLANNING MAR 30, 2014
Supreme Court signals interest in 401(k) plan fiduciary case

Justices seek DOL comment on case involving share classes offered to plan participants.

RETIREMENT RETIREMENT PLANNING MAR 28, 2014
Asset allocation for 21st century retirement

A new retirement planning model for your clients must combine Social Security, retirement savings and an element of employment-based income.

RETIREMENT RETIREMENT PLANNING MAR 28, 2014
Financial literacy begins at the office

Increased need for advice presents opportunities for advisers.

RETIREMENT RETIREMENT PLANNING MAR 28, 2014
Think before changing health plan, advisers warn business owners

Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.

RETIREMENT EQUITIES MAR 27, 2014
When women-run retirement funds beat the boys

<i>Breakfast with Benjamin:</i> Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.

RETIREMENT RETIREMENT PLANNING MAR 27, 2014
How to build a better nest egg

It's not novel or innovative. It's what our parents' advisers told them they should be doing &#8211; socking money away in a defined contribution plan so that when their Golden Years arrived, the era's shine would not be dimmed by financial concerns.

RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Reader reacts: Investors must know 401(k) rollover options

Moving assets into an IRA is just one of many options investors should consider

RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Mary Beth Franklin: Secrets for claiming retroactive Social Security benefits

RETIREMENT RETIREMENT PLANNING MAR 26, 2014
The future of your 401(k) revealed

Target date funds to take the majority of 401(k) contributions by 2018

RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Retirement confidence edges up from record lows

Annual EBRI survey credits higher stock, home values.

RETIREMENT RETIREMENT PLANNING MAR 24, 2014
More investors push off retirement as pensions dwindle

As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle

RETIREMENT RETIREMENT PLANNING MAR 24, 2014
Huge gap in public's knowledge of Social Security rules

Difference between claiming strategies could be as much as $250,000 for a married couple.