Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING FEB 20, 2014
Advisers missing opportunity as Gen Xers short on life insurance

Gap between what they have and what they need closing in on $450,000.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 19, 2014
Mary Beth Franklin: Mitigating Medicare costs

By lkonish
RETIREMENT RETIREMENT PLANNING FEB 18, 2014
You can thank or blame Richard Stanger for writing 401(k)

Richard Stanger was a primary author of a little-noticed piece of a 1978 tax law, an 869-word insert that was lost in the political heat of the time.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING FEB 18, 2014
Sen. Harkin pushes privately run retirement plan

Plan would supplement pensions and 401(k)s, and would aim to provide lifetime income

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 18, 2014
Obama unveils savings proposal for workers lacking 401(k)

New initiative aimed at boosting retirement savings for middle- and low-income workers

By lkonish
RETIREMENT RETIREMENT PLANNING FEB 17, 2014
Warning signs you're at risk of an audit

Earnings above a certain threshold, charitable donations or business deductions may all be red flags

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 16, 2014
Consider new uses of reverse mortgages for clients

Bolstered by the research of some leading financial advisers and new rules from the Department of Housing and Urban Development, reverse-mortgage lenders hope to recast the product's role.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 16, 2014
Face the new retirement reality

In today's world, the golden years are less a matter of set dates and dollars, and more a blend of work and play.

By Wayne Badorf and Brian Jacobsen
RETIREMENT RETIREMENT PLANNING FEB 14, 2014
This retirement expert got death threats for her policy reform ideas

The New School's Teresa Ghilarducci weighs in on mandated savings, risk aversion and avoiding fees.

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 14, 2014
Schwab debuts all-ETF 401(k) platform

Through the new innovation, participants can expect to see fund expenses at about 10 basis points or less

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 13, 2014
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving estate outright to his partner, star stuck her with a multimillion-dollar tax bill

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 13, 2014
Think cash flow, health care for your retirement

New book offers strategies to boost income and trim risk in the golden years

By CODONNELL
RETIREMENT RETIREMENT PLANNING FEB 13, 2014
Michael Jackson vs. IRS: Thriller battle over estate value

For the rich and famous, careful planning needed to keep the value of image out of Tax Man's clutches

By Darla Mercado
RETIREMENT RETIREMENT PLANNING FEB 12, 2014
A credit freeze could complicate your Social Security sign-up process

Find out how to sign up for your personalized benefit estimate

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 10, 2014
Delayed retirement credits accrue, but are not compounded

Future cost-of-living adjustments applied to larger base benefit

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 09, 2014
Brokers' job to explain nontraded REITs

By MFXFeeder
RETIREMENT RETIREMENT PLANNING FEB 07, 2014
After long wait, Schwab's all-ETF 401(k) platform opens for business

Dealing with fractional shares proved to be tricky, but firm thinks it has the problem solved.

By Darla Mercado
The most commonly asked Social Security question
RETIREMENT RETIREMENT PLANNING FEB 07, 2014
The most commonly asked Social Security question

Can both spouses file and suspend their benefits?

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 07, 2014
DOL set to take a look at 'brokerage windows' in 401(k) plans

Department wants to make sure investors are protected when given more latitude in picking investments .

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING FEB 03, 2014
Companies from Facebook to JPMorgan squeeze 401(k) plans

Tactics include holding back on both the amount and timing of 401(k) matches and dragging out vesting schedules

By Gregory Crawford