Retirement Planning

Displaying 7977 results
RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Collecting Social Security on your ex - dead or alive!

Benefits depend on if you remarry and when. How not to leave money on the table.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Collecting Social Security on your ex – dead or alive!

Benefits depend on if you remarry and when.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Social Security to release 2014 COLA data next week

Next week, the Bureau of Labor Statistics will issue the September Consumer Price Index report, the final piece of data that the Social Security Administration needs to plug into its annual cost of living adjustment formula. Social Security benefits — and the taxable wage base for workers — will be slightly higher next year as a result of the COLA.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Government shutdown delays Social Security COLA announcement

Labor Department says CPI report will not be released next week.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Mary Beth Franklin: Clients get two-fer when they postpone Social Security

They earn 8%-per-year delayed retirement credits plus annual COLAs

RETIREMENT RIAS OCT 30, 2013
COLA boosts estate tax exemption for couples to $10.5M

IRS also sets tax break for single filers at $5.25M

RETIREMENT RETIREMENT PLANNING OCT 29, 2013
Don't let your debts sink your retirement goals

Why some financial professionals now say debt management is key to successful retirement planning

RETIREMENT RETIREMENT PLANNING OCT 29, 2013
Best way an adviser can help: Cut up the credit cards

Plan advisers wanting to step up their service to 401(k) clients, and their workers need look no further than bread-and-butter debt management.

Social Security-claiming options for spouses of different ages
RETIREMENT RETIREMENT PLANNING OCT 25, 2013
Social Security-claiming options for spouses of different ages

Sometimes creative strategies just won't work.

RETIREMENT RETIREMENT PLANNING OCT 24, 2013
Social Security benefits to increase 1.5%

Monthly Social Security benefits will increase Jan. 1, thanks to a cost-of-living adjustment.

RETIREMENT RETIREMENT PLANNING OCT 24, 2013
Shutdown delays announcement of Social Security cost-of-living allowance

Labor Department says CPI report will not be released this week

RETIREMENT RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

RETIREMENT EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

RETIREMENT EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

RETIREMENT RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

RETIREMENT RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

RETIREMENT RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement

Affluent investors embrace a broader definition of youth as life expectancy stretches

RETIREMENT RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

RETIREMENT RETIREMENT PLANNING OCT 22, 2013
Protective Life pulling in reins on variable annuity flows

Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.

RETIREMENT RETIREMENT PLANNING OCT 20, 2013
Health care exchanges aren't meant for retirees

Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.