Retirement

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  1. Articles

    Succession planning doesn't mean selling

    Aging advisers need to ask themselves if selling their practice can fund their own retirements.

  2. Articles

    Raymond James wants advisers to focus on retirement planning

    Hopes to move conversations more to lifestyle and goals rather than portfolios and dollars.

  1. Articles

    How the aging population is changing the marketplace

    Madison Avenue has always focused on the young, anchored in the shopworn belief that consumers ages 50 and older are frugal and stuck in their ways. But it's time for advertisers, marketers and corporations with products and services to sell — including financial services — to update that ...

  2. Articles

    Retirement savers' fund fees move lower: ICI

    A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.

  3. Articles

    Inherited IRAs in bankruptcy cases

    The Supreme Court ruled unanimously last month that inherited individual retirement accounts are not protected under federal bankruptcy laws. This ruling does not affect your clients' own IRAs. Those are retirement funds that are protected in bankruptcy. The problem is when your client dies and ...

  4. Articles

    Long-term-care options have evolved

    Much has changed in the past two decades when it comes to long-term-care op-tions and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of ...

  5. Articles

    Advise clients on deferred-income annuities

    Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.

  6. Articles

    Stretch IRAs no longer targeted in Senate highway-funding bill

    Individual retirement account beneficiaries can continue to stretch distributions over a lifetime, as the Senate dropped a provision in its highway funding bill that would have required those distributions within five years of the death of the original account holder.

  7. Articles

    Limits to stretch IRAs floated to pay for highway repairs

    When Congress returns from its July 4 recess next week, the Senate tax-writing panel will resume its effort to pass a bill that would pay for highway repairs in part by changing policy toward inherited individual retirement accounts.

  8. Articles

    Treasury allows longevity annuities in retirement plans

    The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.

  9. Articles

    The grim reality of inflation without wage growth

    On Friday's menu: Inflation without wage growth: Cause for concern? Plus: The Fed has painted itself into a corner, consumer stocks are likely to take a hit, bracing for Treasury yield volatility, silver outshines gold in June, and how to live to be 100.

  10. Articles

    Advisers proceed with caution following inherited IRA ruling

    Recent Supreme Court decision preventing bankruptcy protection for these assets calls for careful planning strategies.

  11. Articles

    How gay couples can act on Social Security benefits now

    Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.

  12. Articles

    Retirees suffer as 401(k) rollover boom enriches brokers

    Complaints filed against brokers for inappropriate investments after money moved into IRAs.

  13. Articles

    Clintons jump through financial planning loopholes to dodge estate taxes they support

    Breakfast with Benjamin: Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania