Retirement

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  1. Articles

    Vanguard's John Bogle beats the low-fee drum, takes a fresh swipe at active management

    On Thursday's Breakfast with Benjamin menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.

  2. Articles

    Americans feeling squeezed in saving for retirement

    BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

  1. Articles

    Basketball star who went bankrupt wishes he'd gotten an MBA

    Antoine Walker made $110M, but blew it all and filed for bankruptcy in 2010.

  2. Articles

    Conservative target-date funds weathered the third quarter market rout

    More conservative target-date funds — those favoring higher relative positioning in bonds — weathered the market rout best in the third quarter, according to target date fund analyst Janet Yang of Morningstar Inc.

  3. Articles

    Best- and worst-performing target date funds

    Track the performance of the best and worst target-date funds through the third quarter, and see which funds best weathered the market's volatility.

  4. Articles

    Rethinking the traditional retirement income glide path

    A few years ago, the Principal Financial Group published a white paper comparing two of the most popular retirement income strategies: systematic withdrawals and the bucket strategy. The paper found that a bucket strategy, which assigns a different pot of money to a defined time period based upon a

  5. 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.

  6. 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

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. 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 ...

  13. 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