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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.
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
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.
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.
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.
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.
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.
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 ...
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
Learning how to handle stressed clients
Deal with clients at tense moments in their lives requires first-hand experience
Firms challenged to create innovative retirement income products
Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.
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.
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
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.
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.