Retirement

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  1. Articles

    The best- and worst-performing target date funds

    The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.

  2. Articles

    2010 Roth conversions are now penalty-free

    With the five-year period satisfied, many clients meet the requirements for qualified distributions

  1. Articles

    Key Supreme Court case leaves union retiree health care benefits up in the air

    Don't assume retiree health care benefits provided by companies are forever.

  2. Articles

    What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

    Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

  3. Articles

    FSI to zero in on state advocacy this year

    Group set to launch lobbying days in Florida, Texas, New York and California.

  4. Articles

    Retirement crisis is real and getting worse: Study

    More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.

  5. Articles

    Russia is starting to look like an investment opportunity

    Today's Breakfast with Benjamin features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

  6. Articles

    2014 stock market rally pays off for charitable giving

    Last year's market gains were great for investors and even better for charitable organizations, as clients sought to mitigate the ill effects of capital gains taxes.The S&P 500 wrapped up 2014 with a gain of about 11%, continuing the recovery that's been unfolding since the market nadir in the

  7. Articles

    The watershed moment for lifetime income

    Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.

  8. Articles

    Brokers under White House scrutiny for costing workers billions in retirement savings

    New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.

  9. Articles

    The next thing to worry about: Investor overconfidence

    In Friday's Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.

  10. Articles

    A recipe for future retirement security

    When the American College of Financial Services released the results of its first-ever “Retirement Income Literacy Survey” last December, I dutifully reported the astounding results: Just 20% of retirement-age Americans can pass a basic quiz on how to make their nest eggs last throughout

  11. Articles

    Secrets for successful withdrawal strategies in retirement

    Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.

  12. Articles

    Will European easing sideline a Fed rate hike?

    Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

  13. Articles

    Blood and money: How familial strife can unravel estate plans

    Advisers can prevent undue influence by watching for radical behavior of family members and signs of dementia in clients.