Retirement

Displaying 11581 results
RETIREMENT PLANNING FEB 28, 2018
How low can 401(k) advisory fees go?

Amid increased regulatory scrutiny and litigation, fees aren't likely to stabilize any time soon.

TAX FEB 28, 2018
Treasury calculator helps taxpayers ensure accurate federal tax withholdings

Most Americans should see boost in take-home pay as result of recent tax overhaul, estimates show.

RETIREMENT PLANNING FEB 26, 2018
Popular 403(b) resource launching directory of fiduciary advisers

Registered reps and insurance agents won't be included on the clearinghouse.

RETIREMENT PLANNING FEB 26, 2018
Even the strongest retirement plans can be derailed by health care costs

New guide offers ideas for estimating and funding retiree health care.

RETIREMENT PLANNING FEB 23, 2018
NYU lawsuit becomes first 403(b) fee case to go to trial

The university was one of about a dozen prominent schools sued by Jerry Schlichter in 2016.

FINTECH FEB 23, 2018
Why cryptocurrency could be your worst tax nightmare

Bitcoin gains and losses are taxed like property, but a lack of information could make filing a challenge.

RETIREMENT PLANNING FEB 22, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later

LIFE INSURANCE AND ANNUITIES FEB 22, 2018
IRI seeks Republican support for bill to expand auto-401(k) plans

Legislation by Rep. Richard Neal would require most small businesses to establish a retirement plan and automatically enroll employees.

ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

RETIREMENT PLANNING FEB 21, 2018
Hub International acquires RIA with $850 million in retirement plan assets

The aggregator has a new focus on the 401(k) market.

RETIREMENT PLANNING FEB 21, 2018
DOL fiduciary rule continues to take toll on annuity sales

Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.

RETIREMENT PLANNING FEB 21, 2018
Future retirees more vulnerable to income shocks

The increased use of annuities and reverse mortgage could improve outcomes.

RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

RETIREMENT PLANNING FEB 20, 2018
Growth in Health Savings Accounts may have stalled, says EBRI

Many accounts are unfunded and not receiving contributions, group finds.

LIFE INSURANCE AND ANNUITIES FEB 16, 2018
Indexed annuities' performance may not be what you expect

Advisers should position the products more like fixed income than equities.

RETIREMENT PLANNING FEB 16, 2018
Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

RETIREMENT PLANNING FEB 16, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

REGULATION AND LEGISLATION FEB 15, 2018
Donald Trump's tax law could worsen pain of divorce according to new survey

Following a change to the treatment of alimony, respondents said they expect divorce negotiations to become more acrimonious.

RETIREMENT PLANNING FEB 15, 2018
New tax law provides opportunity for tax-rate arbitrage on Roth IRAs

Some clients could profit from the spread between 2017 and 2018 tax rates.