Updated Wednesday, May 6, 2015 as of 10:39 PM ET
You Can't Always Get What You Want With IRA Transfers: Retirement Scan
Clients who want to roll over their spouses' IRA into their names can only do so if their spouses die and if they are properly named as beneficiaries; Plus, how to avoid running out of money in retirement.
More in Retirement Scan
Investors may consider leaving their 401(k) retirement plans if their employer doesn't match the contribution they make; Plus, five money-making ideas to boost clients' retirement funds. more »
Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad. more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement. more »
Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit. more »
If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates. more »
Instead of shifting all their assets to bonds and other safe investments, retired clients should keep some in high-quality dividend stocks; Also, clients should be self-centered when planning for retirement. more »
Missing the deadline for enrollment brings a penalty of 10% of the Part B premium for every year not enrolled--and in some cases, it's for life. more »
Retirement investors could post attractive returns amid high interest rates with high quality intermediate-term bonds: Plus, top mutual funds for 401(k) retirement savings. more »
Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement. more »
Target date funds charge higher fees and don't perform well during a financial crisis; Plus, three great freebies for retirees. more »
Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement. more »
Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen. more »
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey. more »
Advisors on the Move: Morgan Stanley Loses $750M Team
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