Personal Finance: Retirement


  • From regifting to ungifting—cheap holiday ideas Wednesday, 26 Nov 2014 | 9:10 AM ET

    On a fixed income or tight budget? Here are some smart ideas for holiday gift giving. USA Today reports.

  • Cuts in military mean job losses for career staff Thursday, 13 Nov 2014 | 12:21 PM ET
    Army Capt. Elder Saintjuste stands in his neighborhood near Fort Bragg in Hope Mills, N.C., Oct. 28, 2014. On the day he reached his 20 years, the Army told Saintjuste that as part of the post-war downsizing of the force, he would have to retire, and that he would have to retire as a sergeant, because he had not been a captain long enough.

    The Army is decreasing the number of officers, who risk facing lowered pensions that can lead to financial instability, reports the New York Times.

  • Retirement looming? Here is how to save now Tuesday, 11 Nov 2014 | 3:50 PM ET

    Boost your retirement with these 12 easy tips. USA Today reports.

  • HONG KONG, Nov 7- U.S.-based Principal Financial Group Inc said on Friday it had agreed to buy French insurer AXA SA's Hong Kong retirement savings business for $335 million in what would be the city's first pension M&A deal in more than a decade. HSBC Plc and Manulife Financial Corp control nearly half of all retirement savings assets in Hong Kong, according to...

  • Investors find better balance in their 401(k)s Thursday, 6 Nov 2014 | 8:13 AM ET

    Fewer investors are going all-in with their retirement savings.

  • Should you pay off your mortgage when retiring? Wednesday, 5 Nov 2014 | 11:46 AM ET

    As retirement nears, should you hurry to pay off your mortgage? It really depends on the individual, USA Today reports.

  • Detroit is a rising phoenix? Dan Gilbert says yes Sunday, 26 Oct 2014 | 3:04 PM ET
    Dan Gilbert

    Dan Gilbert owns more than 9 million square feet of Detroit, and thinks he can develop good business out of every inch.

  • WASHINGTON, Oct 24- The U.S. Treasury Department said on Friday it was tweaking its policy for retirement funds to encourage savers to buy annuities, a measure aimed to keep them from outliving their savings. The department and the Internal Revenue Service will let retirement funds offer long-term deferred annuities as a default investment in 401 retirement...

  • Uncle Sam wants you to consider this for retirement Friday, 24 Oct 2014 | 9:47 AM ET

    To ensure retirees don't run out of money, the IRS and the Treasury just issued guidance to expand the use of these investment vehicles.

  • IRS changes the 401(k) rules for 2015 Thursday, 23 Oct 2014 | 2:40 PM ET

    The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.

  • Retirees, we have a problem: BlackRock's Fink Sunday, 19 Oct 2014 | 9:00 AM ET
    Larry Fink, Chairman & CEO of BlackRock

    One of Wall Street's biggest names said Americans are not nearly as prepared as they should be for retirement, which could be a costly error.

  • Oct 10- In changes that have raised the potential investment risks in many 401 retirement accounts, several major fund companies are increasing the stock allocation of their target date funds, which are used by many of those with such plans. BlackRock Inc, Fidelity Investments and Pacific Investment Management Co- all firms that have seen returns in their...

  • Stern Advice-Should you tap your 401(k)to buy a house? Wednesday, 1 Oct 2014 | 2:39 PM ET

    NEW YORK, Oct 1- It makes sense, given the gains workers have seen in their retirement plans and in home prices in recent years, that they would consider tapping their 401 accounts to buy homes.

  • Top retirement expense: Your home Thursday, 18 Sep 2014 | 7:30 AM ET

    Home costs are the biggest expense for people 50 and older, accounting for 40% to 45% of their household budgets, according to a report.

  • Retirees' big move (or not): What to consider Sunday, 14 Sep 2014 | 1:00 PM ET

    Many people nearing retirement grapple with choosing whether to retire "in place" or move to a new location. Here's what to think about.

  • Retire? Not 'til you pay off that student loan debt Friday, 12 Sep 2014 | 8:40 AM ET

    An estimated two million American seniors are in debt from unpaid student loans, according to data from the Federal Reserve Bank of New York.

  • How women shortchange themselves at the workplace Tuesday, 2 Sep 2014 | 1:03 PM ET

    Communicating their competence is critical for women in the workplace, and is something they don't do nearly enough.

  • Why America's campuses are going gray Thursday, 28 Aug 2014 | 11:54 AM ET

    Kids and teens have company heading back to school: More adults over age 35 are returning to the classroom. Here's why.

  • Set it and Forget it Investing for Retirement  Friday, 22 Aug 2014 | 12:00 AM ET

    If you're thinking retirement, but aren't sure exactly where to put your money, target-date retirement funds might be right for you. Personal Finance Correspondent Sharon Epperson explains the strengths and weakness of these "set it and forget it" funds, and whether they're right for you.

  • I retired. Now I'm ready to go back to work: Poll Thursday, 21 Aug 2014 | 11:52 AM ET

    A new poll found that 30 percent of retirees would "unretire" if a job became available, The Fiscal Times reports.

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