How can retirement advisers and investors ever
escape the...
MarketWatch photo illustration/Everett Collection
The U.S. Labor Department has proposed a fiduciary
rule to try to solve the conflicts-of-interest problem that some say
plagues the financial-advice industry. But what do these complicated
proposals really mean to retirement advisers and retirement
savers? At a recent MarketWatch event in New York, experts debate
the issue.
MarketWatch photo illustration/Everett Collection
VIDEO
Do conflicts put investors at risk?
Federal officials have proposed a fiduciary rule to try to solve the conflicts-of-interest problem that some say plagues the financial-advice industry. But will it help retirement investors?
Is
fee disclosure a better solution?
Fiduciary
rule may not solve the problem
Do conflicts put investors at risk?
Federal officials have proposed a fiduciary rule to try to solve the conflicts-of-interest problem that some say plagues the financial-advice industry. But will it help retirement investors?
Is
fee disclosure a better solution?
Fiduciary
rule may not solve the problem
MARK HULBERT
The lawyers always win
Advice for advisers was one focus of the MarketWatch-hosted panel discussion on the Department of Labor’s proposed fiduciary standard.
ELIZABETH O'BRIEN
When 'advice' is
really a sales pitch
Conflicts of interest cost financial services consumers billions, but it's not easy to let them know when they're being sold something.
ROBERT POWELL
What about investors?
Multiple standards leave individuals with confusing choices, writes Robert Powell.
The lawyers always win
Advice for advisers was one focus of the MarketWatch-hosted panel discussion on the Department of Labor’s proposed fiduciary standard.
ELIZABETH O'BRIEN
When 'advice' is
really a sales pitch
Conflicts of interest cost financial services consumers billions, but it's not easy to let them know when they're being sold something.
ROBERT POWELL
What about investors?
Multiple standards leave individuals with confusing choices, writes Robert Powell.
Required minimum distributions, the last legal milestone
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Q & A: Spousal benefits and the April file-and-suspend deadline
A reader asks whether there’s anything for her to do before the upcoming deadline.
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Investments for retirement
Pacer Financial and Cambria Investment Management have launched exchange-traded funds designed to deliver high yields.
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Retirement research worth reading
Papers, surveys and retirement research worth a closer look.
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Planning for the Obama administration’s new and not-so-new retirement plan laws
The little good and the mostly bad
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SLIDE SHOW
10 best cities to retire in
It's not just the weather, but many of the best cities in which to retire are in the sunbelt.
10 best cities to retire in
It's not just the weather, but many of the best cities in which to retire are in the sunbelt.
Shutterstock
RETIREMENT ADVISER SPECIAL REPORT
Shutterstock.com
New taxes, new tax strategy
The new tax law is forcing retirees to take a closer look at their tax strategies in retirement and, for some, it means big changes in how they save, invest and draw down their resources.
The new tax law is forcing retirees to take a closer look at their tax strategies in retirement and, for some, it means big changes in how they save, invest and draw down their resources.
IRA and Roth perks get better
The American Taxpayer Relief Act—better known as the last-minute “fiscal-cliff deal” in January—brought many new tax rules. A couple of them could prove valuable for investors who own an IRA or Roth IRA.
What you know about taxes is wrong
From taxation of municipal-bond interest to tax rates on the gain from a home sale, taxpayers are confused about what’s taxed and what’s not under the new American Taxpayer Relief Act and other laws.
See the full special reportRetirement income for life
Think inside the box: Here's how to match lifestyle expenses and needs with retirement income sources to support you for life.
What's wrong with the 4% strategy?
When you finally reach your retirement date, one of your first questions will be: How much of my savings can I spend? The rule of thumb for many years was 4%. But that may not be sophisticated enough to meet many retirees' needs.
3 Annuity mistakes to avoid
If you’re comparing annuities to other investment products, you’re making a classic mistake—and it’s just one of a number of errors that consumers and financial experts make when evaluating annuities. Don't let interest rates be a deal-breaker.
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Retire Here, Not There: Virginia
Virginia’s relatively mild climate lures retirees from the North who don’t want to move all the way South. Mountains, beaches, historical attractions and a strong economy are also big draws.
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As companies' pension liabilities mount, here's what you need to know.
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What happens to that vast and valuable library of digital music and books when you die?
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