Retirement

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  1. Articles

    The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

    Breakfast with Benjamin - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

  2. Articles

    IRS sets cost of living adjustments for 2015

    Employees will be able contribute more to their defined contribution plans in tax year 2015, thanks to cost-of-living adjustments announced Thursday by the Internal Revenue Service.Contribution limits for employees participating in 401(k), 403(b), most 457 plans and the federal government's $400

  1. Articles

    Social Security cost-of-living adjustment to rise less than 2% again in 2015

    Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.

  2. Articles

    The bitter economic costs of cheap oil

    Breakfast with Benjamin: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

  3. Articles

    How leverage led the market sell-off

    Monday's Breakfast with Benjamin: How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.

  4. Articles

    Ex-Ameriprise adviser pleads guilty to stealing nearly $1 million

    Susan Walker admitted to accusations she used $980,000 of client assets to pay for personal expenses, including vacations and private school tuition.

  5. Articles

    3 risk-related reasons to put off claiming Social Security

    The choice of when and how to claim Social Security benefits can affect the three biggest financial risks that retirees encounter.

  6. Articles

    Distribution error wipes out IRA

    An entire IRA was lost to a distribution error after death. This is a textbook case of what not to do when a trust is named as the IRA beneficiary. Trusts are set up to protect assets, such as individual retirement accounts, after death, but if the rules are not followed precisely, an IRA can ...

  7. Articles

    A 401(k) conundrum: Can you make cash pile last for life?

    Little thought – or government help — is given to the question of how to make withdrawals from a retirement plan

  8. Articles

    Learning how to handle stressed clients

    Deal with clients at tense moments in their lives requires first-hand experience

  9. Articles

    Firms challenged to create innovative retirement income products

    Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.

  10. Articles

    The dangerous downside of the stronger dollar

    Today's Breakfast with Benjamin menu covers the U.S. dollar threatening to knock markets off balance, riding an ETF back into commodities, retirement plans turning on the Pimco Total Return Fund, and more.

  11. Articles

    Pimco fortifies to take on the old boss

    Monday Breakfast with Benjamin:Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

  12. Articles

    Lump-sum pension column triggered torrid response

    Boy, did I kick a hornet's nest when I wrote about my decision to accept a $207,000 lump-sum payout from my pension, in lieu of a $1,700 monthly check, and to roll it into an existing deferred variable annuity inside my IRA.

  13. Articles

    Strategies arise to take advantage of new IRS after-tax rollover

    Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.