Retirement

Displaying 11581 results
Crypto craze puts retirement savings at risk
RETIREMENT PLANNING AUG 29, 2018
Crypto craze puts retirement savings at risk

Regulators and Congress should protect investors by slamming the door shut on efforts to bring cryptocurrency into the world of retirement savings.

Using Social Security to fund paid parental leave is not the way to go
RETIREMENT PLANNING AUG 29, 2018
Using Social Security to fund paid parental leave is not the way to go

Marco Rubio's proposed bill would increase spending.

Estimating the impact of early retirement on Social Security benefits
RETIREMENT PLANNING AUG 29, 2018
Estimating the impact of early retirement on Social Security benefits

Just use the government's online tool for a really eye-opening experience

LPL lets more advisers do fiduciary 401(k) business
RETIREMENT PLANNING AUG 28, 2018
LPL lets more advisers do fiduciary 401(k) business

Strategy is an extension of efforts that began due to the DOL fiduciary rule, observers say.

Fidelity breaks through $2 trillion in retirement assets
RETIREMENT PLANNING AUG 28, 2018
Fidelity breaks through $2 trillion in retirement assets

Record keeper widens the gap between itself and the bulk of its 401(k) competitors.

The biggest obstacle to America's retirement security
RETIREMENT PLANNING AUG 28, 2018
The biggest obstacle to America's retirement security

Senior executives aren't convinced of the importance of company retirement plans.

U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts
FIXED INCOME AUG 27, 2018
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts

According to estimates. the institutions decreased their municipal-debt holdings by nearly $6 billion in the second quarter.

New York, Connecticut taxpayers look to Plan B options to avoid SALT
REGULATION AND LEGISLATION AUG 27, 2018
New York, Connecticut taxpayers look to Plan B options to avoid SALT

A few potential back-up plans exist, but there's a lot you should know before forging ahead

Some public employees face Social Security hurdles
RETIREMENT PLANNING AUG 27, 2018
Some public employees face Social Security hurdles

Pension offsets reduce Social Security benefits, but some qualify for exceptions.

New York taxpayers have four-day window to try to beat SALT cap
TAX AUG 24, 2018
New York taxpayers have four-day window to try to beat SALT cap

IRS regulations announced this week don't take effect until after Monday.

Alternative minimum tax a casualty of tax reform nobody will miss
TAX AUG 24, 2018
Alternative minimum tax a casualty of tax reform nobody will miss

Last year's overhaul is expected to slash the number of taxpayers subject to the AMT

401(k) advisers see student loan benefits as next 'evolution'
RETIREMENT PLANNING AUG 24, 2018
401(k) advisers see student loan benefits as next 'evolution'

IRS points way toward coupling repayment programs with employer retirement plans.

Can inherited IRAs be split in a divorce?
RETIREMENT PLANNING AUG 23, 2018
Can inherited IRAs be split in a divorce?

A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.

Retroactive Social Security benefits: Everything you need to know
RETIREMENT PLANNING AUG 23, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages
ALTERNATIVES AUG 23, 2018
Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages

James E. Grimes accused Trustmont Financial of breaching fiduciary duty in a case related to two annuity exchanges and a private REIT.

Here's what could happen to your taxes if Democrats regain control of Congress
REGULATION AND LEGISLATION AUG 23, 2018
Here's what could happen to your taxes if Democrats regain control of Congress

Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.

New group aims to improve negative view of annuities
LIFE INSURANCE AND ANNUITIES AUG 23, 2018
New group aims to improve negative view of annuities

Two dozen insurance companies and mutual fund firms form the new group to reframe perceptions and boost product awareness.

IRS blocks New York, New Jersey plans to elude cap on SALT deduction
TAX AUG 23, 2018
IRS blocks New York, New Jersey plans to elude cap on SALT deduction

States' strategies of characterizing property taxes as charitable contributions won't fly, agency says.

Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud
RETIREMENT PLANNING AUG 23, 2018
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

In all, around 370 advisers sold the Future Income Payments, according to plaintiff's attorneys

Why your 50-year-old clients may need you the most
OPINION AUG 22, 2018
Why your 50-year-old clients may need you the most

As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs