Retirement Planning

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Social Security makes a statement with virtual benefit estimates
RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Social Security makes a statement with virtual benefit estimates

Important financial planning tool now available online

RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Making the most of benefits for your clients

RETIREMENT RIAS MAY 14, 2012
Advisers struggle with disputes over asset valuations

RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Health care costs, planning take on more importance

RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Making the case for annuities

RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Longevity insurance faces hurdles to become a retirement option

Romney aims to wield ax on max tax
RETIREMENT RIAS MAY 14, 2012
Romney aims to wield ax on max tax

Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth

Windfall or downfall? Clients often lost with found money
RETIREMENT RETIREMENT PLANNING MAY 10, 2012
Windfall or downfall? Clients often lost with found money

Unexpected big check can throw people's bearings off; 'shock and denial'

Advisers short-sighted about long-term care
RETIREMENT RETIREMENT PLANNING MAY 10, 2012
Advisers short-sighted about long-term care

Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject

Elderly investors bilked in annuities scam to get bubkes
RETIREMENT RETIREMENT PLANNING MAY 10, 2012
Elderly investors bilked in annuities scam to get bubkes

Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.

RETIREMENT RETIREMENT PLANNING MAY 10, 2012
Fighting for market share in the LTC business

A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.

Putnam's Reynolds aim to put retirement security on election agenda
RETIREMENT RETIREMENT PLANNING MAY 09, 2012
Putnam's Reynolds aim to put retirement security on election agenda

Executive lays out three points he says should be addressed in every campaign

This state's lottery players are the country's biggest suckers
RETIREMENT RETIREMENT PLANNING MAY 09, 2012
This state's lottery players are the country's biggest suckers

Georgia's citizens doing the most damage to their personal finances by trying to hit it big, data shows

RETIREMENT RETIREMENT PLANNING MAY 07, 2012
Start now with end-of-life discussions: Expert

Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial

RETIREMENT RETIREMENT PLANNING MAY 07, 2012
Seven retirement questions to ask

Social Security will be tapped out sooner than expected, warn Trustees
RETIREMENT RETIREMENT PLANNING MAY 07, 2012
Social Security will be tapped out sooner than expected, warn Trustees

Program costs of Trust Funds to exceed non-interest income this year; well runs dry by 2033

After bailing on annuities, The Hartford looks to pump up its mutual funds
RETIREMENT RETIREMENT PLANNING MAY 07, 2012
After bailing on annuities, The Hartford looks to pump up its mutual funds

Insurer sees big room for growth in fund world; relocating, bulking up sales force

RETIREMENT RETIREMENT PLANNING MAY 04, 2012
Star adviser Evensky on board with retirement specialist designation

Joins Board of Governance of RIIA's retirement income designation program

RETIREMENT RETIREMENT PLANNING MAY 03, 2012
Target date funds lack alternatives

RETIREMENT RETIREMENT PLANNING MAY 03, 2012
Social Security and the single retiree