Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JUN 25, 2014
Bankrupt basketball star wishes he'd gotten an MBA

Antoine Walker made $110M, but blew it. Schools are launching executive MBAs for athletes like him.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 25, 2014
Could earning less later in your career reduce your Social Security?

Find out whether your top years or final years determine your monthly benefit amount.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 24, 2014
Morningstar-HelloWallet deal ups the ante for financial wellness services

Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Putnam's Reynolds to Congress: To grow the economy, help boost savings

Study tied to preserving tax incentives for 401(k) plans.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUN 23, 2014
More millionaires than ever in 2013

Surging equity markets and improving economies contributed to double-digit growth in both population and wealth levels.

By Minda Smiley
RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Ways and Means to vote on extending deduction for IRA charitable contributions

One of several tax extenders the committee will take up Thursday.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUN 23, 2014
“Top 40” host Casey Kasem's disappearance holds lessons for advisers

“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 20, 2014
Sting has a reported $300M, but will limit kids' inheritance

Joining a chorus of wealthy parents, the musician says too much money might turn out to be an albatross for his children.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUN 20, 2014
How long must clients be married to collect Social Security on each other? It depends

Rules differ for those currently married, widows/widowers and the divorced

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 20, 2014
Social Security benefits and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate.

By Mary Beth Franklin
SSA starts paying benefits to married gay couples, but questions remain
RETIREMENT RETIREMENT PLANNING JUN 20, 2014
SSA starts paying benefits to married gay couples, but questions remain

Social Security encourages people to apply for spousal benefits even with uncertainties.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 19, 2014
Do-over: Fix the mistake you made claiming Social Security

There are remedies, though you may not like them.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 19, 2014
Potholes litter road to ETF investment by DC plans

Even as the technical barriers are eclipsed, doubts remain over cost and utility.

By Ari I. Weinberg
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Retirees suffer as brokers cash in on 401(k) rollover boom

Some brokers may have moved clients into inappropriate investments as they moved money into higher-fee IRAs.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Workplaces offer help claiming Social Security

Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same

By Mary Beth Franklin
Charitable giving rises and closes in on 2007 record
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Charitable giving rises and closes in on 2007 record

In 2013, U.S. adults donated $1,016 per capita, and some research suggests people want to give more.

By Alessandra Malito
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
Social Security support tools a big hit with financial advisers

Nationwide unwraps free access to Social Security Timing software.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 18, 2014
The retirement apocalypse that isn't coming

Retirement isn't going the way of the carrier pigeon. Innovative retirement plans and new policies and products point to a future richer than many workers imagine.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING JUN 17, 2014
How Hillary and Bill Clinton avoid estate taxes

Longtime supporters of the tax, they are using the strategies common to the wealthy to reduce theirs.

By Elizabeth MacBride
RETIREMENT RETIREMENT PLANNING JUN 17, 2014
Clients' higher tax bills prompt advisers to brush up on taxes

2013's tax changes will likely prompt advisers to keep a closer watch on their clients' tax strategies.

By Darla Mercado