Retirement

Displaying 11581 results
REGULATION AND LEGISLATION MAY 07, 2017
New tax plan is a work in progress that needs advisers' input

President Donald J. Trump plans to host a series of listening sessions on the tax plan.

RETIREMENT PLANNING MAY 06, 2017
Forget bingo! More Americans are working part-time in retirement

Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.

RETIREMENT PLANNING MAY 05, 2017
Milestone birthday triggers crucial financial decisions

In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices.

RETIREMENT PLANNING MAY 04, 2017
Include health savings accounts in fiduciary process

The DOL rule that requires acting in clients' best interests will apply to these accounts.

RETIREMENT PLANNING MAY 04, 2017
Senate votes to kill state auto-IRA rule

If signed by the president, as expected, the resolution likely would have a 'chilling effect' on development of such retirement plans by states, due to the loss of the ERISA exemption.

RETIREMENT PLANNING MAY 04, 2017
Where the winners and losers are in the housing recovery

Most U.S. homes are worth less than before the crash.

RETIREMENT PLANNING MAY 03, 2017
The benefit advisers should be talking about with 401(k) plan sponsors

The job of 401(k) advisers is to help all plan participants attain a respectable retirement, including those who have lost the ability to earn money.

FINTECH MAY 02, 2017
These investments could do well under Trump tax plan

Master limited partnerships, tech funds and financial firms could be winners under the president's proposal.

LIFE INSURANCE AND ANNUITIES MAY 02, 2017
Finra whacks mid-sized NJ broker-dealer with $325,000 fine over variable annuity sales

Summit Equities sold 1,037 individual variable annuity contracts to its customers during the time period cited by Finra.

RETIREMENT PLANNING MAY 02, 2017
Thinking about buying your first home? Try this calculator

A new tool lets users make an easy comparison between the cost of owning and renting a home.

RETIREMENT PLANNING MAY 02, 2017
Why more couples are using postnuptial agreements

Also known as a postmarital agreement, it's an increasingly popular variant of the prenuptial agreements that engaged couples have been signing for decades.

RETIREMENT PLANNING MAY 01, 2017
How Social Security treats remarriage

Sometimes it pays to wait to take a second trip down the aisle.

FIXED INCOME MAY 01, 2017
Increase your probability of success in the bond market

RETIREMENT PLANNING APR 28, 2017
Trump's first 100 days: What happened to your money

Here's how the new administration has affected your wallet, for good and bad, and what to watch in the days to come.

RETIREMENT PLANNING APR 28, 2017
Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

RETIREMENT PLANNING APR 27, 2017
This generation is most susceptible to an IRS scam

Hint: It's not who you think.

TAX APR 27, 2017
Trump's plan to ditch AMT welcomed by advisers, but tax savings may be minimal

Removing big deductions could nullify benefits of repealing the alternative minimum tax.

REGULATION AND LEGISLATION APR 27, 2017
Trump tax proposal leaves advisers in the dark on estate tax repeal

Ideas floated in the past include imposing a Canadian-style capital-gains tax at death in place of a federal estate tax, but the president hasn't offered additional details.

RETIREMENT PLANNING APR 27, 2017
Death of the 'blind squirrel' 401(k) adviser greatly exaggerated

More than 200,000 inexperienced retirement plan advisers aren't going to exit the market overnight.

RETIREMENT PLANNING APR 27, 2017
Why Social Security is becoming a better deal for the wealthy

It's not your imagination: The rich really are taking more from taxpayers.