Retirement Planning

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Schwab launches bundled 401(k) product
RETIREMENT RETIREMENT PLANNING JAN 10, 2012
Schwab launches bundled 401(k) product

Schwab's new bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes.

Jobless claims fall to lowest level since 2008
RETIREMENT RETIREMENT PLANNING JAN 06, 2012
Jobless claims fall to lowest level since 2008

Firings down, manufacturing up; economy gaining momentum going into 2012

Guess who wins under Republican candidates' tax plans?
RETIREMENT RIAS JAN 06, 2012
Guess who wins under Republican candidates' tax plans?

Tax proposals from the Republican presidential candidates favor one group

RETIREMENT RETIREMENT PLANNING JAN 06, 2012
LPL paying steep price for NRP

In its quarterly report yesterday, LPL revealed news that definitely makes a splash: It's paying $27 million for the assets of National Retirement Partners Inc. The broker-dealer announced the acquisition last month.

RETIREMENT RETIREMENT PLANNING JAN 06, 2012
Two ex-advisers win $2 million claim against NRP

National Retirement Partners Inc. was ordered to pay a $2 million arbitration award to two former financial advisers who were let go by the firm after it bought their practice.

Schwab launches bundled 401(k) product
RETIREMENT RETIREMENT PLANNING JAN 05, 2012
Schwab launches bundled 401(k) product

Schwab's bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes

Like comedy, secret to Social Security is timing
RETIREMENT RETIREMENT PLANNING JAN 04, 2012
Like comedy, secret to Social Security is timing

Knowing when to apply for benefits can greatly alter what you get

Social Security beneficiaries to receive 3.6% increase
RETIREMENT RIAS JAN 04, 2012
Social Security beneficiaries to receive 3.6% increase

Fifty-five million Social Security beneficiaries can look forward to a 3.6% cost-of-living adjustment in 2012.

Munis still a 'danger zone,' warns Whitney
RETIREMENT RETIREMENT PLANNING DEC 30, 2011
Munis still a 'danger zone,' warns Whitney

State and local governments not nearly out of the woods, analyst says

BlackRock: Munis face threat of 'super downgrade'
RETIREMENT RETIREMENT PLANNING DEC 30, 2011
BlackRock: Munis face threat of 'super downgrade'

Ratings cuts of two or more notches are expected to pick up over the summer as agencies review their methodologies

No repeat of muni miracle in 2012
RETIREMENT RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

RETIREMENT RETIREMENT PLANNING DEC 30, 2011
Michael Kitces: Power Tweeter delves into financial science

RETIREMENT RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

RETIREMENT RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

Thirty-year fixed still fixed below 4%
RETIREMENT RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

RETIREMENT RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

For plan sponsors, check's in the mail — but nobody's home
RETIREMENT RETIREMENT PLANNING DEC 23, 2011
For plan sponsors, check's in the mail — but nobody's home

Getting uncashed benefit checks to ex-employees a growing problem; death a bigger complication

Data dump bigger burden on retirement plan advisers
RETIREMENT RETIREMENT PLANNING DEC 23, 2011
Data dump bigger burden on retirement plan advisers

Required disclosures mean advisers can easily benchmark performance; onus on advisers to prod stragglers to do better

Paging Willie Sutton: English butlers making a beeline to China
RETIREMENT RETIREMENT PLANNING DEC 20, 2011
Paging Willie Sutton: English butlers making a beeline to China

Placement agencies can't keep up with demand; new clients 'sitting on piles of money'

Mortgage rates surge, now at 'extremely low levels'
RETIREMENT RETIREMENT PLANNING DEC 20, 2011
Mortgage rates surge, now at 'extremely low levels'

Thirty-year fixed back to 4%; move away from Treasuries could hike rates further