Retirement Planning

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With VA bennies being jettisoned, customers hop on indexed annuities
RETIREMENT RETIREMENT PLANNING NOV 09, 2012
With VA bennies being jettisoned, customers hop on indexed annuities

Search for guaranteed income boosts sales; rising stock market fails to lift VAs

Estate tools in a low-interest climate: Use 'em or lose 'em
RETIREMENT RIAS NOV 08, 2012
Estate tools in a low-interest climate: Use 'em or lose 'em

Different trusts benefit from puny rates, tax adviser says; 'lock those in now'

Higher taxes = less retirement savings: IRI survey
RETIREMENT RETIREMENT PLANNING NOV 08, 2012
Higher taxes = less retirement savings: IRI survey

Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away

RETIREMENT RETIREMENT PLANNING NOV 08, 2012
The $300,000 beneficiary form blunder

Why advisers should root for small biz 401(k) reforms
RETIREMENT RETIREMENT PLANNING NOV 08, 2012
Why advisers should root for small biz 401(k) reforms

Co-mingling assets in model plans would create scalable cost efficiencies

Mary Beth Franklin: Talk health care to clients — or lose them
RETIREMENT RETIREMENT PLANNING NOV 06, 2012
Mary Beth Franklin: Talk health care to clients — or lose them

New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic

Mary Beth Franklin: How to play the Social Security age game
RETIREMENT RETIREMENT PLANNING NOV 05, 2012
Mary Beth Franklin: How to play the Social Security age game

Sometimes it makes sense for one spouse to claim benefits early.

RETIREMENT RETIREMENT PLANNING NOV 05, 2012
Retirement plan limits less limited next year

But catch-up contribution caps for workers 50 and older remain unchanged

Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

Low-cost long-term care? It's a southern thing
RETIREMENT RETIREMENT PLANNING NOV 04, 2012
Low-cost long-term care? It's a southern thing

States below the Mason-Dixon line least expensive for nursing homes, assisted living

RETIREMENT RETIREMENT PLANNING NOV 04, 2012
MassMutual keeps payout at 7% for '13

RETIREMENT RETIREMENT PLANNING OCT 31, 2012
401(k) balances up dramatically

Market gains help boost average account balance to $75,900.

RETIREMENT RETIREMENT PLANNING OCT 29, 2012
End of pension tax breaks would pay for 'stupid stuff,' says ASPPA boss

Group launches lobbying plan to protect deferrals; 'threat is nonpartisan'

RETIREMENT RETIREMENT PLANNING OCT 29, 2012
Rob Arnott: The glide path illusion

The basic premise behind the glide path retirement strategy is flawed, according to Rob Arnott, CEO of Research Affiliates.

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
President Obama or President Romney?

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
Employer-sponsored retiree benefits fading

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
Scary: Retirement expectations, goals unrealistic

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
Mortgage REIT CEO was industry trailblazer

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
Letters: Oct. 29

RETIREMENT RETIREMENT PLANNING OCT 26, 2012
Legg Mason's Bill Miller seeks redemption as housing bull