Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

RETIREMENT RETIREMENT PLANNING OCT 20, 2013
It's lump: Massachusetts latest to probe pension advances

Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.

RETIREMENT RETIREMENT PLANNING OCT 17, 2013
LPL to offer advice to 401(k) participants

LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.

RETIREMENT RETIREMENT PLANNING OCT 15, 2013
Age differences can muddle Social Security-claiming strategies

Married couples should focus on maximizing survivor benefits.

RETIREMENT RETIREMENT PLANNING OCT 15, 2013
Warning: gov't shutdown could topple your portfolio

How will the federal government's impending Oct. 1 shutdown affect your savings?

Decoding Social Security's family maximum-benefit rules
RETIREMENT RETIREMENT PLANNING OCT 14, 2013
Decoding Social Security's family maximum-benefit rules

Couples aren't affected if no minor children are collecting benefits.

RETIREMENT RETIREMENT PLANNING OCT 13, 2013
Gurus: Bull market alive and well

Coté, Doll love equities but hate Washington politics, health care law.

RETIREMENT RETIREMENT PLANNING OCT 13, 2013
IRA Alert: Tax court shoots down medical exception

RETIREMENT RETIREMENT PLANNING OCT 13, 2013
Schwab ETF 401(k) platform has hiccup

Expected to launch in fourth quarter, platform hits regulatory snag.

RETIREMENT RETIREMENT PLANNING OCT 11, 2013
A doctor deconstructs the Affordable Care Act

Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.

RETIREMENT RETIREMENT PLANNING OCT 11, 2013
T. Rowe bans 1,300 airline workers from trading 401(k) accounts

Group banned in an attempt to deter en-masse trading

RETIREMENT RETIREMENT PLANNING OCT 10, 2013
VA changes puzzle advisers

RETIREMENT RETIREMENT PLANNING OCT 09, 2013
The 800-lb. health care gorilla in the room

Plan for potential costs in separate pool of money — and stay healthy.

RETIREMENT RETIREMENT PLANNING OCT 09, 2013
Watchdog Belth's Insurance Forum to cease publication

Industry gadfly to continue writing on his blog.

RETIREMENT RETIREMENT PLANNING OCT 09, 2013
Social Security and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate

RETIREMENT RETIREMENT PLANNING OCT 08, 2013
Financial advisers step in to help furloughed workers

Experts break down the choices available to investors hit by government shutdown

RETIREMENT RETIREMENT PLANNING OCT 08, 2013
Quarter of investors have no financial plan

“It's hard to reach a destination that you haven't charted a map to," expert says

RETIREMENT RETIREMENT PLANNING OCT 07, 2013
Don't let the tax tail wag the dog

Strategies to mitigate new surtax could kick Medicare prices higher

RETIREMENT RETIREMENT PLANNING OCT 04, 2013
Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

RETIREMENT RETIREMENT PLANNING OCT 04, 2013
Shutdown leads retirement plan regulator to hit pause

Labor Department's hiatus to delay investigations, enforcement actions