Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JUL 24, 2014
401(k) mutual fund investors enjoying declining fees

By Minda Smiley
RETIREMENT RETIREMENT PLANNING JUL 24, 2014
How to calculate the maximum family benefit from Social Security

A young family can change the equation, so that claiming early makes sense.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 24, 2014
Treasury OK's putting 401(k) and IRA dollars into longevity annuities

The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 24, 2014
Supreme Court rejects stock-drop defense often used in 401(k) cases

High court says 'presumption of prudence' shouldn't be considered a special defense against lawsuits alleging breaches of fiduciary duty.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING JUL 24, 2014
Clintons shine spotlight on tax strategy that splits a house in two

The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 23, 2014
Which asset class looks most like a bubble now?

The definition of an asset bubble is record demand for an asset class at a time when the expected return is at the lowest.

By Scott Colyer
RETIREMENT RETIREMENT PLANNING JUL 23, 2014
Retirees suffer as 401(k) rollover boom enriches brokers

Complaints filed against brokers for inappropriate investments after money moved into IRAs.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING JUL 23, 2014
Former Fidelity COO Reynolds aims to oust former employer from top

Robert Reynolds, who built the industry's biggest 401(k) business while at Fidelity Investments, is seeking a reprise

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
How to put Millennials on pace for retirement

One mom's advice: If you don't start saving now, your old age is going to look like college, ramen noodles and all.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Corporate newcomers like Facebook least generous with 401(k)s

ConocoPhillips, Abbott Labs tops the list while Facebook, Whole Foods are least generous.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Fidelity adds $37.2B in defined contribution assets but pace slows

With addition of nearly 1,100 retirement plans, firm's assets under administration for DC plans reaches $1.4T.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Retirement: From theory to practice

Husband's retirement ushers in a new era for <i>InvestmentNews</i> contributing editor.

By Mary Beth Franklin
Big demand from advisers for Social Security claiming tools, training
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Big demand from advisers for Social Security claiming tools, training

But few are willing to pay for it.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Want loyalty? Help clients with caregiving

Taking these extra steps with clients who are caring for loved ones will strengthen those relationships

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
The magic range for alternatives allocations

A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 21, 2014
To raise real estate values, some cities turn to fakery

From Campden to Cleveland, cities are going after their poorest neighborhoods with a highly skilled paintbrush.

By Elizabeth MacBride
RETIREMENT RETIREMENT PLANNING JUL 21, 2014
Create an estate plan for your digital assets

Your followers are worth something. One important question to consider: What did you sign away when you agreed to the terms of service with a company such as Facebook or Twitter?

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 20, 2014
The lesson from Donald Sterling? Plan for incapacity

As the court battle over L.A. Clippers owner's trust shows, people too often set up estate plans to cope with death, not old age.

By Darla Mercado
Pension advance companies rip off retirees, GAO report says
RETIREMENT RETIREMENT PLANNING JUL 18, 2014
Pension advance companies rip off retirees, GAO report says

They offer a lump sum in exchange for pension income and engage in other questionable practices.

By Alessandra Malito
RETIREMENT EQUITIES JUL 17, 2014
Barclays in the hot seat over charges it courted high-frequency traders

<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.

By Jeff Benjamin