Retirement Planning

Displaying 7977 results
Cohan: The mystery of Mitt Romney's magic IRA
RETIREMENT RETIREMENT PLANNING AUG 16, 2012
Cohan: The mystery of Mitt Romney's magic IRA

After 15 years of contributions at Bain, retirement account valued at up to $102M; best investor ever?

Now it's the Democrats' turn to razz the DOL's fiduciary proposal
RETIREMENT RETIREMENT PLANNING AUG 16, 2012
Now it's the Democrats' turn to razz the DOL's fiduciary proposal

Dozens of Dems — including Barney Frank — fire off warning shot to Labor Department; 'troubled'

RETIREMENT RETIREMENT PLANNING AUG 14, 2012
$3B nontraded REIT will post new valuation in August

RETIREMENT RETIREMENT PLANNING AUG 12, 2012
Secret weapon for maxing out Social Security benefits? Your spouse

Hardly a day goes by that I don't receive an e-mail from <i>InvestmentNews</i> readers about strategies on how to claim Social Security.

RETIREMENT RETIREMENT PLANNING AUG 10, 2012
Symetra snags Hartford, Sun Life VA vets

Variable annuities up-and-comer hires wholesaler team

RETIREMENT RETIREMENT PLANNING AUG 10, 2012
BofA wields ax at U.S. Trust: Sources

Say some executives at U.S Trust have been let go; claim partial travel ban was also instituted

LGBT adults better prepared for retirement, survey finds
RETIREMENT RETIREMENT PLANNING AUG 09, 2012
LGBT adults better prepared for retirement, survey finds

Higher savings rate, lower levels of debt cited.

Mary Beth Franklin: Clients short on understanding of longevity risk
RETIREMENT RETIREMENT PLANNING AUG 08, 2012
Mary Beth Franklin: Clients short on understanding of longevity risk

Average life expectancy merely an average, not a timetable

Older clients' young children a Social Security windfall
RETIREMENT RETIREMENT PLANNING AUG 08, 2012
Older clients' young children a Social Security windfall

Parents can trigger benefits for kids, delay collecting their own

Mary Beth Franklin: One surefire way to sabotage a retirement plan
RETIREMENT RETIREMENT PLANNING AUG 06, 2012
Mary Beth Franklin: One surefire way to sabotage a retirement plan

Understimate healthcare costs for clients and watch things unravel

RETIREMENT RETIREMENT PLANNING JUL 31, 2012
New age for old age, survey finds

Goal line keeps getting moved back; 'how much you can do'

Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts
RETIREMENT RETIREMENT PLANNING JUL 30, 2012
Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts

DOL official says plan sponsors have duty to monitor investment menu, even self-directed accounts

RETIREMENT RETIREMENT PLANNING JUL 29, 2012
U.S. Court dismisses class action bid against KBS REIT

RETIREMENT RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

RETIREMENT RETIREMENT PLANNING JUL 27, 2012
Self-directed accounts in peril

Advisers warn that plan sponsors could stop offering self-directed accounts over concerns that they will have more fiduciary responsibility for investments.

RETIREMENT RETIREMENT PLANNING JUL 27, 2012
Sen. Harkin proposes retirement plan revamp, Social Security fix

Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

RETIREMENT RETIREMENT PLANNING JUL 27, 2012
Pension plans keep more retirees out of poverty, reduce reliance on public assistance

Retirees aren't the only ones who benefit from receiving a defined-benefit pension; the plans help curtail government spending.

RETIREMENT RETIREMENT PLANNING JUL 26, 2012
Life insurance agent accused of scamming Lincoln, N.Y. Life

Allegedly raked in big commissions by selling policies that greatly exaggerated applicants' net worth; faces 30 years in prison, forfeiture of Escalade

New deadline looms for retirement plan fee disclosure
RETIREMENT RETIREMENT PLANNING JUL 24, 2012
New deadline looms for retirement plan fee disclosure

Now that a new federal rule took effect requiring plan providers to disclose certain 401(k) fees, sponsors have until the end of next month to pass the word to participants

RETIREMENT RETIREMENT PLANNING JUL 24, 2012
New fee disclosure rules could shake up 401(k) world

Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.