Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
LPL names president of retirement division

Executive vice president Bill Chetney will take the new title in January.

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
Factoring travel dollars into your retirement

Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
Factoring travel dollars into financial plans

Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
Supreme Court accepts 401(k) employer stock-drop case

Labor Dept. seeks ruling on Fifth Third Bancorp case that could ease challenges to employers.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
DOL seeks high court action on company stock in 401(k)s

Supreme Court review could lead to more stock-drop cases.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING DEC 17, 2013
MassMutual 401(k) suit takes litigation into new territory

A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.

By Darla Mercado
RETIREMENT RIAS DEC 16, 2013
Note to state legislators: Voters' retirement security is your responsibility, too

The overall cost of retirement can sometimes seem difficult to grasp, but Main Street investors know that a dignified post-working lifestyle doesn't come cheap.

By Dale E. Brown
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Social Security's rearview mirror: Retroactive benefits

How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Tax break for repaying Social Security benefits

Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.

By Mary Beth Franklin
How to hedge bets when claiming Social Security
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Third quarter lifts insurers' VA businesses

The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Largest long-term-care insurance sellers go after premium increases

As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Group ignites debate on retirement plan benefits for same-sex couples

Spark Institute proposes uniform rule based on where couples were married

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
DOMA ruling dramatically changes financial planning for same-sex couples

The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

By MFXFeeder
RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

By MFXFeeder
RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

By MFXFeeder
RETIREMENT RETIREMENT PLANNING DEC 13, 2013
International Paper to pay $30M to settle 401(k) lawsuit

Employees alleged the paper distributor breached its fiduciary duty.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 13, 2013
The trick of Social Security in first year of retirement

Earnings in months leading up to retirement date can be ignored.

By Mary Beth Franklin