Retirement Planning

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American Airline's bankruptcy leaves muni bond investors holding the bag
RETIREMENT RETIREMENT PLANNING DEC 08, 2011
American Airline's bankruptcy leaves muni bond investors holding the bag

Unsecured debt for company maintenance facility now trading at 16 cents on the dollar

Debate subtly shifting from whether to raise taxes — to how much
RETIREMENT RIAS DEC 06, 2011
Debate subtly shifting from whether to raise taxes — to how much

Republican lawmakers coming over to the idea that Uncle Sam must raise more revenue to make real impact on deficit; Grover Norquist not thrilled

RETIREMENT RETIREMENT PLANNING DEC 06, 2011
Skimpier living benefits could kill interest in VAs, advisers warn

Financial advisers are calling on insurers to enhance their suite of variable annuities, saying that clients are turned off by falling accrual rates on living benefits and insufficient investment choices

RETIREMENT RIAS DEC 05, 2011
Democrats eye 3.25% millionaire surtax

U.S. Senate Democrats are proposing to use a 3.25 percent surtax on income over $1 million to pay for extending and expanding a payroll tax cut, setting up a test vote as early as this week.

Borzi vows to keep IRAs in Labor's revamped fiduciary proposal
RETIREMENT RETIREMENT PLANNING DEC 05, 2011
Borzi vows to keep IRAs in Labor's revamped fiduciary proposal

A fervent outcry from a wide range of financial industry groups and bipartisan lawmakers helped persuade the Labor Department to withdraw a proposed rule that would expand the definition of fiduciary for advisers to retirement plans.

RETIREMENT RIAS DEC 04, 2011
New York's riches come at a price

Love it or hate it, New York elicits strong opinions from just about everyone.

RETIREMENT RIAS DEC 04, 2011
St. Louis: The pros and cons for advisers

St. Louis might be brushed off as flyover country by some coast-to-coast travelers, but it has become the final destination for many financial advisers.

RETIREMENT RIAS DEC 04, 2011
Satisfied in Seattle: More clients than competitors for RIAs

Despite is reputation for gray skies, Seattle has weathered the nation's economic storm better than most of the U.S. That fact, combined with the area's recreational opportunities and quality of life, makes some financial advisers who live and work there pretty satisfied.

INsider: 'Death spiral' awaits if muni tax break erased
RETIREMENT RIAS DEC 01, 2011
INsider: 'Death spiral' awaits if muni tax break erased

Supercommittee notion of doing away with exemption not so super; going down the Whitney path

Latest scandal could actually boost UBS wealth management
RETIREMENT RETIREMENT PLANNING DEC 01, 2011
Latest scandal could actually boost UBS wealth management

The latest scandal at UBS may be causing headaches for the bank's advisers right now. But in the long run, a re-emphasis on serving rich clients -- rather than chasing investment banking business -- could be a good thing for the company and its wealth managers. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110802&amp;Category=FREE&amp;ArtNo=802009999&amp;Ref=PH>Wirehouse rankings: Average assets per rep</a> | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110922&amp;Category=FREE&amp;ArtNo=922009999&amp;Ref=PH>The richest states</a>

Treasury's printing press a success as U.S. debt  top sovereign bet
RETIREMENT RETIREMENT PLANNING NOV 21, 2011
Treasury's printing press a success as U.S. debt top sovereign bet

Uncle Sam's paper up 26% this year; given troubles in Europe, demand not 'waning anytime soon'

RETIREMENT RETIREMENT PLANNING NOV 21, 2011
529 plan wrinkle aims to reduce worry lines of savers

Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.

RETIREMENT RETIREMENT PLANNING NOV 18, 2011
Agents fleeced Aviva in church insurance scheme, suit claims

Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries

Obama tuition plan could get students sacked by bursars
RETIREMENT RETIREMENT PLANNING NOV 17, 2011
Obama tuition plan could get students sacked by bursars

Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'

State halts sales of underwater college savings plan
RETIREMENT RETIREMENT PLANNING NOV 17, 2011
State halts sales of underwater college savings plan

Illinois stops accepting new participants due to gap in funding

RETIREMENT RETIREMENT PLANNING NOV 17, 2011
Savers 86ing 529 contributions

College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited

Baby boomers ill-informed about Medicare: Survey
RETIREMENT RETIREMENT PLANNING NOV 17, 2011
Baby boomers ill-informed about Medicare: Survey

Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.

One-third of employers may drop health plans
RETIREMENT RETIREMENT PLANNING NOV 17, 2011
One-third of employers may drop health plans

Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.

RETIREMENT RETIREMENT PLANNING NOV 16, 2011
Americans staying put, but those who move heading to no-tax states

The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110915&amp;Category=FREE&amp;ArtNo=915009999&amp;Ref=PH&amp;Params=Itemnr=1>States with the highest tax rates &amp;raquo;</a>

RETIREMENT RETIREMENT PLANNING NOV 16, 2011
Adviser draws on creativity to illustrate financial concepts

It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that