Retirement

Displaying 11581 results
TAX JAN 05, 2018
Dow surpasses 25,000 for first time, as bull market storms into 2018

Better than expected year-end manufacturing and private payrolls data in U.S. fuel bets that growth and tax breaks will buttress earnings.

RETIREMENT PLANNING JAN 05, 2018
January surprise of vanishing Social Security COLA

Blame smaller-than-expected benefits on higher Medicare premiums.

LIFE INSURANCE AND ANNUITIES JAN 05, 2018
Trump's social-media saber rattling spawns fresh look at 'apocalypse insurance'

Advisers agree that not all apocalypses are created equal.

RETIREMENT PLANNING JAN 05, 2018
Tax law's pass-through provision could harm 401(k) plans

Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.

RETIREMENT PLANNING JAN 04, 2018
AARP, state regulators launch find-an-adviser tool

Site recommends questions investors should ask before hiring a financial adviser.

RETIREMENT PLANNING JAN 04, 2018
States already seeking workarounds to Republican tax changes

New York Gov. Cuomo promises to sue federal government, make changes in state tax code.

FIXED INCOME JAN 04, 2018
Morgan Stanley slashes junk bond allocation

The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.

REGULATION AND LEGISLATION JAN 04, 2018
States already seeking workarounds to Republican tax changes

New York Gov. Cuomo promises to sue federal government, make changes in state tax code.

RETIREMENT PLANNING JAN 04, 2018
Wall Street aims to protect 401(k)s from hacking nightmare

A system for backing up bank accounts is expanding to include other nest eggs.

NextCapital gets $30 million more in funding for its digital advice platforms
RETIREMENT PLANNING JAN 04, 2018
NextCapital gets $30 million more in funding for its digital advice platforms

John Hancock, Transamerica, State Street and Russell Investments have deals with the software provider.

REGULATION AND LEGISLATION JAN 03, 2018
New tax law favors charitable giving from IRAs

Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.

RETIREMENT PLANNING JAN 02, 2018
Allianz agrees to settle 401(k) fee lawsuit for $12 million

Other companies, including TIAA and New York Life, settled self-dealing suits for millions of dollars in 2017.

RETIREMENT PLANNING DEC 29, 2017
Roth IRAs hit 20 years old on New Year's Day

The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.

Tax bill may change your clients' health-care costs
RETIREMENT PLANNING DEC 29, 2017
Tax bill may change your clients' health-care costs

Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.

RETIREMENT PLANNING DEC 28, 2017
Get expert help filing Social Security disability claims

The backlog for appealing an adverse decision before an administrative law judge averages 605 days.

RETIREMENT PLANNING DEC 28, 2017
Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

RETIREMENT PLANNING DEC 28, 2017
These 401(k) lawsuits show the value of investment policy statements

Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.

TAX DEC 27, 2017
Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

RETIREMENT PLANNING DEC 27, 2017
Clients need help filing Social Security disability claims

The backlog for appealing an adverse decision before an administrative law judge averages 605 days.

PRACTICE MANAGEMENT DEC 27, 2017
Your tax bill questions answered

Leon LaBrecque, managing partner at LJPR Financial Advisors, offers guidance on Washington's major overhaul.