Retirement Planning

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RETIREMENT RETIREMENT PLANNING APR 18, 2013
Giving spree seen complicating taxes

RETIREMENT RETIREMENT PLANNING APR 18, 2013
Obama backs new inflation formula for Social Security

Alternative benchmark would close 25% of 75-year shortfall.

RETIREMENT RETIREMENT PLANNING APR 17, 2013
Widower can collect survivor benefits now, retirement benefits later

RETIREMENT RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

RETIREMENT RETIREMENT PLANNING APR 17, 2013
VA suitability tools speed up an increasingly daunting task

RETIREMENT RETIREMENT PLANNING APR 16, 2013
Fiduciary champion Hutcheson hit with more charges

Latest suit claims he violated ERISA in alleged $3.2 million theft from retirement plans

Fiduciary advocate charged with plan theft worked for CalSTRS
RETIREMENT RETIREMENT PLANNING APR 16, 2013
Fiduciary advocate charged with plan theft worked for CalSTRS

Giant pension fund retained Hutcheson last year to help with vetting of advisers; terminated contract in four months

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Making the most of 401(k) accounts

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Budget plan hard on high-net-worth

Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Permanent? That's five years under Obama estate tax plan

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

RETIREMENT RETIREMENT PLANNING APR 12, 2013
ING to cough up $5.2 million in Labor Department settlement

Insurer failed to disclose to retirement plan clients that it kept investment gains related to late trades.

ING U.S. files for initial public offering as part of bailout deal
RETIREMENT EQUITIES APR 12, 2013
ING U.S. files for initial public offering as part of bailout deal

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Mary Beth Franklin: Social Security Disability muddles claiming picture

Plenty of confusion over the interplay between disability and retirement benefits.

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Gay marriage would shake up benefits game

Advisers await Supreme Court's landmark decision

RETIREMENT RETIREMENT PLANNING APR 09, 2013
No limit to confusion over Social Security earnings cap

Waiting to claim at 66 escapes benefit claw back, but not taxes

RETIREMENT RETIREMENT PLANNING APR 09, 2013
Retirement plan advisers undercharging: Panel

Reps providing above-average service often settling for below-market rates

RETIREMENT RETIREMENT PLANNING APR 09, 2013
Eighty-sixing 12(b)-1 fees won't help IRA holders: Researchers

But keeping investors out of actively managed funds would help, says BC research center

Financial firms score well in 401(k) plan ranking
RETIREMENT RETIREMENT PLANNING APR 09, 2013
Financial firms score well in 401(k) plan ranking

Low costs, high employer contributions are the biggest factors

RETIREMENT RETIREMENT PLANNING APR 07, 2013
Rollover conflicts a task for advisers