Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING MAR 28, 2014
Think before changing health plan, advisers warn business owners

Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.

By Darla Mercado
RETIREMENT EQUITIES MAR 27, 2014
When women-run retirement funds beat the boys

<i>Breakfast with Benjamin:</i> Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING MAR 27, 2014
How to build a better nest egg

It's not novel or innovative. It's what our parents' advisers told them they should be doing &#8211; socking money away in a defined contribution plan so that when their Golden Years arrived, the era's shine would not be dimmed by financial concerns.

By Ed Deicke
RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Reader reacts: Investors must know 401(k) rollover options

Moving assets into an IRA is just one of many options investors should consider

By MFXFeeder
RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Mary Beth Franklin: Secrets for claiming retroactive Social Security benefits

By lkonish
RETIREMENT RETIREMENT PLANNING MAR 26, 2014
The future of your 401(k) revealed

Target date funds to take the majority of 401(k) contributions by 2018

By CODONNELL
RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Retirement confidence edges up from record lows

Annual EBRI survey credits higher stock, home values.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 24, 2014
More investors push off retirement as pensions dwindle

As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle

By CODONNELL
RETIREMENT RETIREMENT PLANNING MAR 24, 2014
Huge gap in public's knowledge of Social Security rules

Difference between claiming strategies could be as much as $250,000 for a married couple.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 23, 2014
Former service rep now gives advice

April Peterson is finding the business a little stressful but she's having an impact on clients' lives.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAR 23, 2014
N.Y. state budget could overhaul existing estate tax rules

Financial advisers warn you should think carefully before reacting to Gov. Cuomo's latest proposal

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAR 21, 2014
Plaintiffs win mixed decision in landmark 401(k) fee case

Plaintiffs, represented by Jerome Schlichter, win mixed decision in a landmark 401(k) fee case as appeals court backs fiduciary claim against ABB but reverses decision against two Fidelity companies.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAR 21, 2014
Schlichter in new 401(k) lawsuit, this one against health care provider Novant Health

A group of medical professionals are suing their employer, health care provider Novant Health, arguing that the company violated its fiduciary duty by offering excessively costly 401(k) investments and overpaying its providers.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAR 20, 2014
Getting the most from Social Security benefits

The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.

By CODONNELL
RETIREMENT RETIREMENT PLANNING MAR 20, 2014
Once-mighty nontraded REIT sponsor Inland Real Estate Investment Corp. plots a comeback

Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING MAR 20, 2014
Lockheed Martin 401(k) case to proceed as class action

On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Capital gains surged ahead of U.S. tax increase

Investors took a lot of profit before top rate rose to 23.8%, Obama health care tax took hold

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Making the grade: continuing care retirement communities (CCRCs)

Four page worksheet for assessing the most appropriate type of CCRC for clients

By Legg Mason
RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Assessing your housing needs

Practical guide for investors to analyze and identify their housing needs as they age

By Legg Mason
RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Aging in place resources

Two page directory of resources for investors and advisers

By Legg Mason