Retirement Planning

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RETIREMENT RETIREMENT PLANNING JAN 20, 2012
Buzz: Sandy Weill sells his NYC apartment for jaw-dropping sum

Central Park West penthouse listed at nearly $90M; Russian billionaire seen as buyer

INsider: At current rates, money fund investors will double their money — in 2,000 years
RETIREMENT RETIREMENT PLANNING JAN 20, 2012
INsider: At current rates, money fund investors will double their money — in 2,000 years

The question: Are such puny yields worth it when money isn't FDIC-insured?

Schwab unveils 401(k) product boasting index funds
RETIREMENT RETIREMENT PLANNING JAN 19, 2012
Schwab unveils 401(k) product boasting index funds

In a much-anticipated move, Charles Schwab late on Tuesday said it is launching a 401(k) product that features index funds. An ETF-version of the low-cost offering, dubbed Index Advantage, is due next year.

IRS audits of millionaires at all-time high of 12.5%
RETIREMENT RIAS JAN 19, 2012
IRS audits of millionaires at all-time high of 12.5%

The U.S. Internal Revenue Service said it audited 12.48% of individual tax returns with income exceeding $1 million during 2011, an all-time high.

Students' council: Go to college now, pay for it later
RETIREMENT RETIREMENT PLANNING JAN 18, 2012
Students' council: Go to college now, pay for it later

University of California undergrads propose 20-year tuition plan; five percent solution?

California Dems eye college fees that are up 145% since 2004
RETIREMENT RETIREMENT PLANNING JAN 18, 2012
California Dems eye college fees that are up 145% since 2004

Look to end tax loophole for businesses, use proceeds to provide more financial aid to students

Student loans the 'next debt bomb' for U.S., attorneys warn
RETIREMENT RETIREMENT PLANNING JAN 18, 2012
Student loans the 'next debt bomb' for U.S., attorneys warn

Courts reluctant to discharge loans, often forcing graduates to pay off enormous sums; parents increasingly on the hook, too

Ivy League school rolls out largest tuition hike in six years
RETIREMENT RETIREMENT PLANNING JAN 18, 2012
Ivy League school rolls out largest tuition hike in six years

CPI up 3 percent, but Princeton raises prices by nearly 5 percent

Gingrich's gift to highest earners
RETIREMENT RIAS JAN 18, 2012
Gingrich's gift to highest earners

Analysis of Newt Gingrich's tax plan would cut taxes for 70% of households and reduce rates for the highest earners compared with what they pay now.

The truth about $300B worth of 'Manila' paper
RETIREMENT RETIREMENT PLANNING JAN 17, 2012
The truth about $300B worth of 'Manila' paper

Bearer bonds from alleged Philippines plane crash are little more than wallpaper

RETIREMENT RETIREMENT PLANNING JAN 15, 2012
Advisers: Meet the 'client whisperer'

You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.

RETIREMENT RETIREMENT PLANNING JAN 15, 2012
Schwab plans to launch bundled 401(k)

Consumer Bureau kerfuffle stays off presidential campaign agenda
RETIREMENT RETIREMENT PLANNING JAN 13, 2012
Consumer Bureau kerfuffle stays off presidential campaign agenda

Obama's CPFB appointment won't propel Dodd-Frank into GOP debate

Experts not queueing up for Suze Orman's new debit card
RETIREMENT RIAS JAN 12, 2012
Experts not queueing up for Suze Orman's new debit card

Suze Orman's new prepaid debit card will come with fees of at least $36 a year

RETIREMENT RETIREMENT PLANNING JAN 12, 2012
10 worst states for retirement

RETIREMENT RETIREMENT PLANNING JAN 12, 2012
ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.

Wealthy worried kids will fritter away inheritance
RETIREMENT RIAS JAN 12, 2012
Wealthy worried kids will fritter away inheritance

Almost a quarter of wealthy individuals in the U.S. don't trust their children or stepchildren to protect the assets they plan on leaving the next generation.

RETIREMENT RETIREMENT PLANNING JAN 11, 2012
Helping retired clients prepare for health care costs

RETIREMENT RETIREMENT PLANNING JAN 11, 2012
Health insurance premiums soar

U.S. workers' health insurance premiums rose 63% between 2003 and 2010 as employers shifted more of the burden of rising medical costs to individuals and families, according to a study from The Commonwealth Fund

Ultrarich well aware of tax loophole on unrealized gains
RETIREMENT RETIREMENT PLANNING JAN 11, 2012
Ultrarich well aware of tax loophole on unrealized gains

Avoid paying the IRS using complicated stock sale strategies; effective tax rate for billionaires now down to 18%