Retirement Planning

Displaying 7977 results
RETIREMENT RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.

RETIREMENT RETIREMENT PLANNING MAY 02, 2013
Advisers affronted by "Frontline" piece

Reaction to documentary split along party lines -- rep or fiduciary.

RETIREMENT RETIREMENT PLANNING MAY 02, 2013
SEC halts trading in embattled LTCI seller

Penn Treaty's last financial statement filed in 2008; policyholders in limbo

RETIREMENT RETIREMENT PLANNING MAY 02, 2013
ING on a voyage to change its name, not its color

Insurer close to being spun off in an initial public offering; business to remain the same.

RETIREMENT RETIREMENT PLANNING MAY 01, 2013
Profits take the day as fewer employers match kick-ins to 401(k)s

Drop-off in companies making contributions to retirement plans; trend not 'abating anytime soon'

RETIREMENT RETIREMENT PLANNING MAY 01, 2013
Social Security rules define when a spouse is a spouse

There's no exception for the gray area of legally separated couples.

RETIREMENT RETIREMENT PLANNING APR 29, 2013
Making Social Security claiming strategies a little easier

Software options vary by sophistication and price. Which is right for you?

RETIREMENT RETIREMENT PLANNING APR 29, 2013
Claiming Social Security, you're either married or not

Legaly separation doesn't change Uncle Sam's view of your status

RETIREMENT RETIREMENT PLANNING APR 29, 2013
How long you're hitched makes big difference in Social Security payouts

Various rules apply for spouses, ex-spouses and survivors; did you expect anything different?

RETIREMENT RETIREMENT PLANNING APR 28, 2013
Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.

RETIREMENT RETIREMENT PLANNING APR 28, 2013
Disability automatically converts to retirement benefits at 66

RETIREMENT RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

RETIREMENT RETIREMENT PLANNING APR 25, 2013
Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

Ignoring women's health-care costs 'reckless': Experts
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

Mary Beth Franklin: Does LTC insurance still make sense?
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Mary Beth Franklin: Does LTC insurance still make sense?

Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.

RETIREMENT RETIREMENT PLANNING APR 24, 2013
LPL beefing up its compliance in wake of Massachusetts suit

In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

RETIREMENT RETIREMENT PLANNING APR 22, 2013
NY Life cuts initial deposit for annuity to attract youth

But critics question whether younger workers should even be buying annuities

RETIREMENT RETIREMENT PLANNING APR 21, 2013
Fees net more revenue

A weak year for the IBD channel accentuated the value of steady income

RETIREMENT RETIREMENT PLANNING APR 21, 2013
Throw caution to the wind? Not young boomers

Study finds people happier with lower return and guarantee than higher return only.

RETIREMENT RETIREMENT PLANNING APR 21, 2013
Younger workers would take brunt of Obama's IRA curb

Advisers mostly against the idea, calling limits 'counterproductive.'