Retirement Planning

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RETIREMENT RETIREMENT PLANNING DEC 20, 2011
With new rule, DOL nixes additional fees for 401(k) advisers

The Labor Department has finalized a rule aimed at deterring financial advisers from receiving additional compensation based on the funds they choose for retirement plans

Labor Department, SEC coordinate on participant 401(k) fee disclosures
RETIREMENT RETIREMENT PLANNING DEC 20, 2011
Labor Department, SEC coordinate on participant 401(k) fee disclosures

The Labor Department and the SEC agree on fee disclosures.

Affluent anxious about retirement, too, Wells Fargo finds
RETIREMENT RETIREMENT PLANNING DEC 16, 2011
Affluent anxious about retirement, too, Wells Fargo finds

Affluent investors are just as anxious about having enough money to retire as everyone else.

Morningstar cuts ratings on DWS, Schwab target date series
RETIREMENT RETIREMENT PLANNING DEC 16, 2011
Morningstar cuts ratings on DWS, Schwab target date series

Cites lack of performance at LifeCompass, lack of continuity at Schwab Target

Meredith Whitney 'not even close' as muni defaults down 60%
RETIREMENT RETIREMENT PLANNING DEC 16, 2011
Meredith Whitney 'not even close' as muni defaults down 60%

So far, star analyst's prediction of disaster for tax-exempt sector way off the mark; other made similar forecasts

Economy outperforming economists
RETIREMENT RETIREMENT PLANNING DEC 15, 2011
Economy outperforming economists

Dire predictions off the mark as key indicators continue to surprise; 'missing the underlying strength'

RETIREMENT RIAS DEC 15, 2011
Atlanta: Wealth management prospects down, but not out

A bit of Southern hospitality mixed with big-city benefits has helped Atlanta remain an ideal place to build a wealth management business, even though it is still recovering from an economic downturn.

Parents hazed as cost of state schools soars
RETIREMENT RETIREMENT PLANNING DEC 15, 2011
Parents hazed as cost of state schools soars

Tuition and fees skyrocket as cash-strapped legislatures look to fill budget gaps

California to close adviser-sold 529 plan after failing to find program manager
RETIREMENT RETIREMENT PLANNING DEC 15, 2011
California to close adviser-sold 529 plan after failing to find program manager

California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.

Who loses if second home mortgages are no longer deductible?
RETIREMENT RETIREMENT PLANNING DEC 13, 2011
Who loses if second home mortgages are no longer deductible?

The proposed elimination of the mortgage-interest tax deduction for second homes will smack a number of states. Here's a look at how each state will fare -- and the additional amount homeowners could pay Uncle Sam. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20111025&amp;Kategori=FREE&amp;Lopenr=102509999&amp;Ref=PH>The best-performing housing markets</a>

This state the capital of income inequality
RETIREMENT RETIREMENT PLANNING DEC 12, 2011
This state the capital of income inequality

Connecticut has highest per capita income, but plenty of poor folks; solidly middle class now 'solidly hurting'

RETIREMENT RETIREMENT PLANNING DEC 11, 2011
Boomers roll the dice, skip meds to make ends meet

Falling investment returns, rising costs of necessities has pre-retirees cutting back on prescriptions, skipping doctors' appointments, study finds

Europe will avoid disaster, but only barely: Barclays Wealth CIO
RETIREMENT RETIREMENT PLANNING DEC 09, 2011
Europe will avoid disaster, but only barely: Barclays Wealth CIO

Europe will muddle through its financial crisis but is unlikely to craft an enduring solution to calm volatile investment markets.

Bernanke does muni investors a solid
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
Bernanke does muni investors a solid

Fed's low-interest-rate policy making tax-exempt debt very attractive, say portfolio managers; 'renewed confidence'

Moody's is positive muni outlook negative
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
Moody's is positive muni outlook negative

States, cities face rate cuts as financial pressures mount, credit rater warns; defaults, while rare, could increase

Meredith Whitney was wrong — or was she?
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
Meredith Whitney was wrong — or was she?

Timing is everything, and the high-profile analyst blew hers with that celebrated muni meltdown prediction for 2011; she still may end up being right, though

Munis shine as Whitney's bombshell turns out to be a dud
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
Munis shine as Whitney's bombshell turns out to be a dud

Dire prediction by high-profile analyst fails to pan out; tax-exempt debt sees 10.5% gain this year

Pujols skips big tax savings in Miami by going West
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
Pujols skips big tax savings in Miami by going West

Albert Pujols may have made a smart decision signing with the L.A. Angels instead of the Florida Marlins or sticking with the St. Louis Cardinals. His tax attorney may have a different view on the subject, however.

RETIREMENT RETIREMENT PLANNING DEC 08, 2011
The 10 most popular muni funds in 2011

RETIREMENT RETIREMENT PLANNING DEC 08, 2011
No pall over munis

This was supposed to be the year the muni market went to hell in a handbasket. But with yields now matching -- and even surpassing comparable Treasuries -- tax-exempt bonds are suddenly very hot. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111208&amp;Category=FREE&amp;ArtNo=120809999&amp;Ref=PH&amp;Params=Itemnr=PH>The ten muni funds investors flocked to in 2011 &amp;raquo;</a>