Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
You may get just one chance to claim Social Security benefits

But your spouse can sometimes step up to a larger benefit later

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Drastic tax changes for married gay couples

Filing joint returns could make it easier to inherit money tax-free

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Higher earnings limit applies in the year worker reaches 66

Social Security earnings cap disappears at full retirement age.

By Mary Beth Franklin
RETIREMENT OPINION SEP 05, 2013
Social Security spousal benefits don't earn delayed retirement credits

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Don't be fooled by Social Security benefits estimates

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
B-Ds taking a break from nontraded REITs

Despite strong sales, concerns over due diligence, overconcentration rise.

By Gregory Crawford
RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Tips for attracting younger investors

By MFXFeeder
RETIREMENT RETIREMENT PLANNING SEP 04, 2013
Can you spot financial fraud?

New report shows investors find outsized return pitches "appealing"

By Michael Shagrin
RETIREMENT RETIREMENT PLANNING SEP 04, 2013
Higher earnings limit applies at 66

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 04, 2013
The when, who and how of creative Social Security strategies

When file and suspend makes sense — and when it doesn't

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 03, 2013
Small-biz retirement plan options launched by Genworth

Firm seeks to help advisers working with business owners.

By Michael Shagrin
RETIREMENT RETIREMENT PLANNING SEP 03, 2013
Why 66 is the magic retirement age

Retiring earlier could result in a 25% haircut to your Social Security

By Michael Shagrin
RETIREMENT RETIREMENT PLANNING SEP 03, 2013
Is life insurance a top priority for your family?

Parents more willing to talk drugs than insurance, survey shows

By lkonish
RETIREMENT RETIREMENT PLANNING SEP 01, 2013
Bumpy road ahead

Health insurance exchanges are drawing enthusiasm and consternation from advisers. Darla Mercado sorts out the confusion. <i>(Plus: <a href=&quot;http://www.investmentnews.com/healthcare&quot;>All you need to know about the new health care laws</a>)</i>

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 01, 2013
T. Rowe bars some workers from 401(k) trading

Firm bars some from mass trading in 401(k)s.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 30, 2013
Why you should stop your health savings contributions when Medicare begins

Medicare enrollment mandatory for Social Security recipients age 65+

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 28, 2013
BofA creates new retirement unit

Bank of America Corp. has combined its retirement planning and wealth management capabilities.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 27, 2013
Alleged Ponzi scheme funded startup businesses

Clients in self-directed IRAs turned over control; 20% returns pitched

By Darla Mercado
RETIREMENT RETIREMENT PLANNING AUG 27, 2013
Festive fall on tap for Washington but action is another thing

Advisers watching for clues on the federal budget, debt ceiling, tax policy.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 25, 2013
Rethinking retirement planning

Maybe it's time to rethink the notion that retirement means never working and update the words and tools advisers use to develop financial plans. Mary Beth Franklin explains.

By Mary Beth Franklin