Retirement Planning

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Will Labor Department's request slow fiduciary proposal?
RETIREMENT RETIREMENT PLANNING FEB 02, 2012
Will Labor Department's request slow fiduciary proposal?

DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis

RETIREMENT RIAS FEB 02, 2012
Retirement plan brokers outsource fiduciary duties

As the Labor Department and lobbyists wrangle over who can provide advice to retirement plan participants, the marketplace has come up with an increasingly popular solution that satisfies current and potential requirements.

RETIREMENT RETIREMENT PLANNING FEB 02, 2012
Taking care of those left behind

Ten years later, Bernard M. Kiely still works with three of the 9/11 widows he met after volunteering his services through the New Jersey Society of Certified Public Accountants

Headed to Indianapolis for the big game? Prepare for sticker shock
RETIREMENT RETIREMENT PLANNING JAN 31, 2012
Headed to Indianapolis for the big game? Prepare for sticker shock

Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room

Forget miles, go for cash back with credit cards
RETIREMENT RETIREMENT PLANNING JAN 31, 2012
Forget miles, go for cash back with credit cards

Best vendors offer rewards that are automatically deposited into investment accounts, expert says

Mayor of N.Y. Giants' hometown rooting against the team
RETIREMENT RIAS JAN 31, 2012
Mayor of N.Y. Giants' hometown rooting against the team

James Cassella, mayor of East Rutherford, N.J., the town where New York Giants play their home games, wants the team to beat the San Francisco 49ers Sunday, but lose a fight against paying property taxes on their headquarters and training center.

Maryland, California governors seek boost in taxes on wealthy
RETIREMENT RIAS JAN 31, 2012
Maryland, California governors seek boost in taxes on wealthy

States join federal government in looking to affluent to help trim budget shortfalls

INsider: Wealthy clients have targets on their backs
RETIREMENT RIAS JAN 30, 2012
INsider: Wealthy clients have targets on their backs

The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed

Reduced! Clients' homes worth less again this year
RETIREMENT RETIREMENT PLANNING JAN 30, 2012
Reduced! Clients' homes worth less again this year

Clients' homes were worth less again this year. The good news? The decline was the smallest in four years | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111027&amp;Category=FREE&amp;ArtNo=102709999&amp;Ref=PH>The lousiest housing markets in America &amp;raquo;</a> <a href=<a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111025&amp;Category=FREE&amp;ArtNo=102509999&amp;Ref=PH>The best-performing housing markets &amp;raquo;</a>

RETIREMENT RETIREMENT PLANNING JAN 30, 2012
House Republicans ask DOL to go easy on retirement plans

RETIREMENT RETIREMENT PLANNING JAN 30, 2012
When a mom raids her child's IRA

In an unusual private-letter ruling, the Internal Revenue Service recently allowed a 13-year-old beneficiary of her father's company plan assets largely to undo a previously taxed lump-sum distribution and transfer the distributed plan funds to an inherited IRA for the child's benefit.

GOP to DOL: Go easy on IRAs, OK?
RETIREMENT RETIREMENT PLANNING JAN 30, 2012
GOP to DOL: Go easy on IRAs, OK?

House Republicans send a letter to the Labor Department urging caution in expanding the fiduciary duty to IRA and 401(k) advisers. A battle is in the offing.

RETIREMENT RETIREMENT PLANNING JAN 30, 2012
A fraud warning for self-directed IRAs

In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs

RETIREMENT RETIREMENT PLANNING JAN 30, 2012
How Mesirow used worker incentives to promote wellness

When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.

Note to clients: Good credit rating good enough
RETIREMENT RETIREMENT PLANNING JAN 27, 2012
Note to clients: Good credit rating good enough

Efforts to boost score above 760 yield little tangible benefits; 'bragging rights'

Schwarzman backs Romney as Wall Street shuns Obama
RETIREMENT RETIREMENT PLANNING JAN 26, 2012
Schwarzman backs Romney as Wall Street shuns Obama

Stephen Schwarzman, chairman of the Blackstone Group LP, will host a fundraiser for Mitt Romney next month as like-minded donors turn their backs on President Obama.

Mitt Romney's income no ordinary income
RETIREMENT RIAS JAN 25, 2012
Mitt Romney's income no ordinary income

Candidate's earnings taxed as carried interest; 'ordinary people wouldn't be able to do this'

Americans welcome back leverage when credit is cheap enough
RETIREMENT RIAS JAN 25, 2012
Americans welcome back leverage when credit is cheap enough

Americans are back in the borrowing mood, and even the wealthy are getting in on it when the credit is cheap enough, according to advisers.

Munch on this: 'The Scream' could fetch $80M
RETIREMENT RETIREMENT PLANNING JAN 24, 2012
Munch on this: 'The Scream' could fetch $80M

Masterpiece to go on sale this May; three other versions all in museums

Romney's tax revelation draws plenty of fire
RETIREMENT RIAS JAN 24, 2012
Romney's tax revelation draws plenty of fire

Ex-govenor's 15% effective rate criticized by opponents; Gingrich paid twice that