Retirement

Displaying 11581 results
RETIREMENT PLANNING MAR 07, 2017
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan

The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.

RETIREMENT PLANNING MAR 07, 2017
Fidelity, Empower and T. Rowe take three different approaches to the DOL fiduciary rule

Some retirement plan advisers see providers' compliance moves as potential competition.

RETIREMENT PLANNING MAR 06, 2017
Senate moves to kill DOL's state, city auto-IRA rules

Resolutions to overturn the rules only require a simple majority to pass, and aren't subject to a Senate filibuster

OPINION MAR 03, 2017
Point-Counterpoint: Should employers have a fiduciary duty to their 401(k) plans?

Two experts on retirement law square off on the question of fiduciary duty for 401(k) plan sponsors. One believes employers aren't best-suited for the responsibility, while the other believes the current system is OK.

TAX MAR 03, 2017
Advisers' expectations for Trump's tax reform high

Hope and expectations for both corporate and individual tax reform are running high among financial advisers, many of whom believe real progress can get done as early as this year.

RETIREMENT PLANNING MAR 02, 2017
Unrealistic optimism coloring workers' retirement views: BlackRock survey

Survey finds questionable return assumptions amid rising confidence.

RETIREMENT PLANNING MAR 02, 2017
Wealthy parents could get most help from Trump child-care plan

Those making between $50,000 and $200,000 see the biggest tax cut as a share of after-tax income.

RETIREMENT PLANNING MAR 02, 2017
IRS turns up heat on wealthy taxpayers

A shrinking agency is targeting those it deems most likely to dodge their taxes.

RETIREMENT PLANNING MAR 02, 2017
How retirement plan advisers can create the ideal practice

Building a successful defined-contribution business is much different than growing one focused on individuals.

RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

RETIREMENT PLANNING MAR 01, 2017
This robot wants to change how you do your taxes

H&R Block is enlisting IBM's supercomputer Watson to ease your tax pain.

LIFE INSURANCE AND ANNUITIES MAR 01, 2017
The Hartford wins excessive-fee lawsuit

The lawsuit is similar to ones filed against other insurance companies in recent years, which challenge the fee levels received by the firm versus a fund's subadvisers.

RETIREMENT PLANNING MAR 01, 2017
IRS guidance on 401(k) hardship withdrawals clarifies uncertain terrain

Some see the guidelines as a way to button up rules and ensure participants aren't using 401(k) plans as a "piggy bank."

TAX FEB 28, 2017
Wealthy clients might be vulnerable to IRS audit

A shrinking agency is targeting those it deems most likely to dodge their taxes.

Strict timeline governs health savings accounts and Medicare
RETIREMENT PLANNING FEB 28, 2017
Strict timeline governs health savings accounts and Medicare

Beware of a six-month look-back period and tax penalties.

ALTERNATIVES FEB 28, 2017
Putting alternatives into tax-exempt vehicles

Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.

RETIREMENT PLANNING FEB 28, 2017
Empower telling 401(k) clients it won't be a fiduciary when DOL rule kicks in

Some observers question the move and at least one believes the firm may still be a fiduciary no matter what it claims.

RETIREMENT PLANNING FEB 26, 2017
State, local auto-IRA initiatives benefit 'forgotten' workers

Automatic-enrollment IRA programs would encourage employees to save for retirement.

RETIREMENT PLANNING FEB 24, 2017
Demographic shift of retirees to affect consumer spending

Major demographic shifts over the next decade will have a dramatic affect on U.S. consumer spending, which in turn will influence the overall economy, specific industry sectors and individual stocks, according to a new report from The Conference Board.

RETIREMENT PLANNING FEB 24, 2017
Why many employees may never be able to retire

Millions aren't saving on the job because they either don't have access to a workplace retirement plan or they do but aren't putting money in it.