Retirement Planning

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RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

RETIREMENT RETIREMENT PLANNING JUL 09, 2012
Financial planners in limbo after health-care ruling

Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out

Social Security's coming crisis quantified: $20.5 trillion
RETIREMENT RETIREMENT PLANNING JUL 08, 2012
Social Security's coming crisis quantified: $20.5 trillion

The $20.5 trillion fiscal gap separating Social Security's liabilities and assets -- its unfunded liability -- is enormous; it is 1.4 times U.S. gross domestic product and 34 times annual Social Security taxes.

RETIREMENT RETIREMENT PLANNING JUL 08, 2012
Wells Real Estate nixes controversial charge

In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.

Site offering inside view of 401(k)s could be boon to advisers
RETIREMENT RETIREMENT PLANNING JUL 05, 2012
Site offering inside view of 401(k)s could be boon to advisers

Guardian web site explains what plan advisers do, and what they get paid for doing it

Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

Armed with fee info, plan sponsors bailing on service providers
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Armed with fee info, plan sponsors bailing on service providers

New data triggering a rethink about vendors; clients open to switching

Advisers will be key in breaking down 401(k) costs for companies: Schwab exec
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec

Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”

RETIREMENT RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits

RETIREMENT RETIREMENT PLANNING JUN 29, 2012
'Classic' retirement becoming less likely

The Great Recession has put a great big dent in many retirement plans. Downsizing may be key, but a whole lot of boomers will have little choice but to stay on the job after the age of 65.

Wells Fargo sued by borrowers over reverse mortgage policies
RETIREMENT RETIREMENT PLANNING JUN 29, 2012
Wells Fargo sued by borrowers over reverse mortgage policies

Wells Fargo & Co. is ignoring federal rules on reverse mortgages and forcing homes into foreclosure instead of giving heirs a chance to buy them, according to a lawsuit.

Advisers must act after Obamacare gets clean bill of health from Supreme Court
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Advisers must act after Obamacare gets clean bill of health from Supreme Court

In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.

Supreme Court ruling an ill wind for these health care stocks
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Supreme Court ruling an ill wind for these health care stocks

Hospitals, big pharma likely winners, but HMOs, equipment makers could take a hit

Health care space has horse in race with possible Obamacare repeal
RETIREMENT EQUITIES JUN 28, 2012
Health care space has horse in race with possible Obamacare repeal

Romney win would be boon for insurers, bust for hospital-related stocks

Advisers ducking crucial retirement issue: MIT prof
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Advisers ducking crucial retirement issue: MIT prof

Financial advisers 'hide under the table' when clients ask about future health care costs, says Coughlin; guessing game

RETIREMENT RETIREMENT PLANNING JUN 28, 2012
No easy fix to withdrawal rates in retirement

Translating Medicare-ese for financial advisers
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Translating Medicare-ese for financial advisers

Another new tool helps advisers guide their clients through the ever-important Medicare decisions

Seven retirement questions all advisers should ask
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

Fewer investors read through a VA prospectus in 2012
RETIREMENT RETIREMENT PLANNING JUN 25, 2012
Fewer investors read through a VA prospectus in 2012

Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates

RETIREMENT EQUITIES JUN 24, 2012
The next opponent for Wall Street banks? Their own employees

A drop in stock prices could trigger worker suits over 401(k) plans as investors and sponsors argue over diversification