Greg Iacurci

Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci

Greg Iacurci
Displaying 926 results
Prince's death sets off estate planning quagmire
RETIREMENT RETIREMENT PLANNING MAY 25, 2016
Prince's death sets off estate planning quagmire

A complicated process to value the music icon's estate hinges on future royalties.

RETIREMENT RETIREMENT PLANNING MAY 24, 2016
Long-term-care insurance market sees rapid decline

A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?

RETIREMENT RETIREMENT PLANNING MAY 23, 2016
Life insurance helps with retirement planning, but beware of the pitfalls

Product considerations are complex, and using this strategy inappropriately in a retirement income plan can trigger problems.

Money market funds come under fire in spate of 401(k) suits
RETIREMENT RETIREMENT PLANNING MAY 23, 2016
Money market funds come under fire in spate of 401(k) suits

The suits allege that money market funds were imprudent investment choices given that their returns were lower than stable value funds.

How to sell fixed indexed annuities in a DOL fiduciary environment
RETIREMENT RETIREMENT PLANNING MAY 20, 2016
How to sell fixed indexed annuities in a DOL fiduciary environment

Advisers need to know what to consider when determining if the annuities are in a client's best interest.

Elder financial abuse grows more prevalent in annuity, life insurance products
RETIREMENT RETIREMENT PLANNING MAY 16, 2016
Elder financial abuse grows more prevalent in annuity, life insurance products

Insurance products represent a huge pot of money for fraudsters as baby boomers retire at a rapid clip

Finra targeting mutual fund overcharges in broker-dealer sweep
INVESTING MUTUAL FUNDS MAY 11, 2016
Finra targeting mutual fund overcharges in broker-dealer sweep

Regulator is looking into whether firms have a process and supervisory procedures in place to waive fees.

How to help clients save big bucks on health and Medicare costs in retirement
RETIREMENT RETIREMENT PLANNING MAY 06, 2016
How to help clients save big bucks on health and Medicare costs in retirement

Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.

Legg Mason seizes on states' fervor with an IRA program for small businesses
RETIREMENT RETIREMENT PLANNING MAY 06, 2016
Legg Mason seizes on states' fervor with an IRA program for small businesses

The asset manager, along with a few partners, is playing off the retirement coverage gap and states' growing interest in launching similar programs.

RETIREMENT RETIREMENT PLANNING MAY 06, 2016
Workers and employers would be forced to save 3% of pay under new retirement proposal

Private equity exec Tony James and economist Teresa Ghilarducci advocate for a national retirement system starkly different from our current one.