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Student loans imperil parents' retirement
Borrowing or cosigning for a child could mean debts too hard to get out from under
Advice industry adapts to changing concept of retirement
Sharp increases in longevity are changing the very concept of retirement, and the financial advice industry must adapt. “For decades, the financial services industry has positioned retirement as the ultimate goal, the endgame,” Jan Blakeley Holman, director of adviser education for Thornburg
Sometimes the IRS loses in court
Engineer's rollover case points out the need for a good lawyer schooled in tax law.
Great-West names leaders for new retirement organization
The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.
Morningstar wins more Voya retirement business
Managed account provider backs new service that could be rolled out to 400,000 plan participants.
Be part of the conversation
The Labor Department recently requested in-formation from the 401(k) industry on brokerage windows, signaling that it may be ready to pursue rules that would clearly address the responsibilities of plan sponsors and advisers as to these retirement plan options.
The case against state-run retirement plans
While most Americans are not aware of it, a broad nationwide trend is underway that could profoundly impact the choices and tools that are available to them as they plan for retirement. Across the country, state legislators have introduced bills that would establish state-run or state-assisted ...
Central bankers are pushing the whole world into stocks
On today's Breakfast with Benjamin menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.
Female clients' unique approach to investing
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. More: The Women and Investing special report
Lump sum or monthly pension? How I made my decision
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
Soldiers lured out of federal retirement plan
John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover.
What last week's junk bond selloff means for stocks
Today's Breakfast with Benjamin looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
Heed custodian's asset allowances
The Tax Court has ruled that an individual had a taxable IRA distribution when he tried to get around his custodian's policy of not allowing real estate as an individual retirement account investment. The court said the custodian didn't have to offer real estate as an investment, even though the ...
The 401(k) retirement complex: Retooling Americans' nest egg
Jerry Schlichter says 401(k)s — and the 401(k) retirement complex — need to retool so they work primarily in the best interests of American savers.
IRA moves that won't get you in trouble
With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.