Retirement Planning

Displaying 7977 results
RETIREMENT RETIREMENT PLANNING NOV 22, 2013
Boomers miss mark thinking Obamacare covers long-term-care insurance

They badly underestimate the cost of nursing home care.

RETIREMENT RETIREMENT PLANNING NOV 22, 2013
A little flexibility goes a long way with trusts

When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse

RETIREMENT RETIREMENT PLANNING NOV 21, 2013
Does size matter when it comes to 401(k) plans?

Employer generosity is important, but that's not the only key to successfully saving for retirement

RETIREMENT RETIREMENT PLANNING NOV 21, 2013
Small can be big in 401(k) plans

Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.

RETIREMENT RETIREMENT PLANNING NOV 21, 2013
How to fix a hasty Social Security claiming decision

There are two ways for beneficiaries to increase their benefits after initially claiming them. Find out how.

RETIREMENT RETIREMENT PLANNING NOV 21, 2013
When clients claim Social Security without telling you

Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.

How returning to work affects Social Security benefits
RETIREMENT RETIREMENT PLANNING NOV 21, 2013
How returning to work affects Social Security benefits

Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?

RETIREMENT RETIREMENT PLANNING NOV 20, 2013
State tax labyrinth awaits same-sex couples

Uneven recognition of same-sex marriage will make for a complicated tax year

RETIREMENT RETIREMENT PLANNING NOV 20, 2013
How to win the charitable deduction game

A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.

RETIREMENT RETIREMENT PLANNING NOV 20, 2013
Missouri recognizes same-sex marriage exclusively for tax purposes

Don't celebrate just yet: financial planning pitfalls still abound

RETIREMENT RETIREMENT PLANNING NOV 19, 2013
Gay and lesbian investors still not working with financial advisers

Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance

RETIREMENT RETIREMENT PLANNING NOV 19, 2013
Online account only way to access benefit data

RETIREMENT RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

RETIREMENT EQUITIES NOV 14, 2013
The ultimate Obamacare investment play?

Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Advisers have big role helping plan Social Security benefits

Pension expert Mitchell calls program "best deal going."

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Prepare for options and taxes in health law

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
It must be May in VA-land: Payout cuts, price hikes, new products

Markets on the upswing, low rates and risk management front and center for insurers.