Retirement Planning

Displaying 7977 results
How to hedge bets when claiming Social Security
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Third quarter lifts insurers' VA businesses

The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Largest long-term-care insurance sellers go after premium increases

As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Group ignites debate on retirement plan benefits for same-sex couples

Spark Institute proposes uniform rule based on where couples were married

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
DOMA ruling dramatically changes financial planning for same-sex couples

The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

RETIREMENT RETIREMENT PLANNING DEC 13, 2013
International Paper to pay $30M to settle 401(k) lawsuit

Employees alleged the paper distributor breached its fiduciary duty.

RETIREMENT RETIREMENT PLANNING DEC 13, 2013
The trick of Social Security in first year of retirement

Earnings in months leading up to retirement date can be ignored.

RETIREMENT RETIREMENT PLANNING DEC 12, 2013
ING wins fixed-annuity deal as Allstate narrows focus

ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.

RETIREMENT RETIREMENT PLANNING DEC 12, 2013
Vanguard threatens to ground pilots from making 401(k) trades

The Southwest Airlines pilots, who subscribe to an investment newsletter, are hurting certain funds by trading en masse, Vanguard says

RETIREMENT RETIREMENT PLANNING DEC 12, 2013
Alts require due diligence

In the wake of fraud allegations over alternative investments, Bruce Kelly warns that advisers need to do their due diligence when choosing an alt. <b>More:</b> <a href=&quot;http://www.investmentnews.com/article/20130811/REG/308119973&quot;>Investors defrauded by real estate guru: Finra</a>

RETIREMENT RETIREMENT PLANNING DEC 11, 2013
Ready or not? Surveys conflict on Americans' retirement preparedness

Are Americans ready for retirement or not? Depends on whether you are an optimist or pessimist &amp;mdash; new studies point to either yes or no. But according to two advisers, most people still have work to do.

RETIREMENT RETIREMENT PLANNING DEC 10, 2013
SEC examiners 'are gunning for you'

The SEC has hired more and better professional examiners and any new registrants or any adviser who hasn't been vetted in the last 10 years &quot;will be getting a visit this year,&quot; securities lawyer Thomas Giachetti said Monday at the Schwab Impact Conference..

RETIREMENT RETIREMENT PLANNING DEC 10, 2013
Take Five: Carolyn McClanahan on health exchanges

The physician and financial planner on what advisers need to know about new health insurance choices

RETIREMENT RETIREMENT PLANNING DEC 10, 2013
Web traffic slows access to health insurance exchanges

Open-enrollment for new state and federal insurance has begun, but many sites have long-loading times

File-and-suspend strategy works for singles, too
RETIREMENT RETIREMENT PLANNING DEC 09, 2013
File-and-suspend strategy works for singles, too

Social Security strategy normally reserved for couples allows unmarried to hedge their bets.

RETIREMENT RETIREMENT PLANNING DEC 09, 2013
Senators seek more retirement plan pop

Legislators looking for ways to boost Americans' savings for retirement and access to advice.