Retirement Planning

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RETIREMENT RETIREMENT PLANNING NOV 15, 2011
Bottom of the class

Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>Penn State the most expensive public university &amp;raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110630&amp;Kategori=FREE&amp;Lopenr=630009999&amp;Ref=PH>The 10 priciest private colleges &amp;raquo;</a>

RETIREMENT RETIREMENT PLANNING NOV 14, 2011
Throwing it all away

For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111109&amp;Category=FREE&amp;ArtNo=110909910&amp;Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &amp;raquo;</a>

RETIREMENT RETIREMENT PLANNING NOV 13, 2011
Special report: The 2011 InvestmentNews/Moss Adams Staffing & Compensation Study

RETIREMENT RETIREMENT PLANNING NOV 11, 2011
Saying 'I do' to prenup money advice

Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.

Stressed BofA, Citi may have to rethink dividend plans
RETIREMENT RETIREMENT PLANNING NOV 10, 2011
Stressed BofA, Citi may have to rethink dividend plans

Fed's tougher capital tests could throw a spanner into the works for buybacks as well

Wealth managers demanding — and getting — huge salaries in Asia
RETIREMENT RETIREMENT PLANNING NOV 10, 2011
Wealth managers demanding — and getting — huge salaries in Asia

Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table

Thanks to economy, 80 — yes, 80 — is the new 65
RETIREMENT RETIREMENT PLANNING NOV 09, 2011
Thanks to economy, 80 — yes, 80 — is the new 65

Survey shows many workers will have to stay on the job years longer before they can afford to retire

Despite earlier predictions, no pall at all over muni market
RETIREMENT RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

J.P. Morgan replacing retirement plan fund menu with portfolios
RETIREMENT RETIREMENT PLANNING NOV 08, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios

New approach divides fund offerings into a trio of goal-based portfolios

GOP now talking taxes, but Dems say they're talking through their hats
RETIREMENT RIAS NOV 08, 2011
GOP now talking taxes, but Dems say they're talking through their hats

Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention

RETIREMENT RETIREMENT PLANNING NOV 08, 2011
&lt;font color=red&gt;FPA Convention &lt;/font&gt;What's the right age to take Social Security?

If the drawdown of assets is done properly, it's best to delay taking that government check.

RETIREMENT RETIREMENT PLANNING NOV 08, 2011
Retirement experts clash over tax breaks for 401(k) plans

Some want to boost the deferral limit &#8211; others want to do away with it

RETIREMENT RETIREMENT PLANNING NOV 06, 2011
Special report: Tax planning

The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.

Bam! President kicks it up a notch, goes after muni tax break
RETIREMENT RIAS NOV 04, 2011
Bam! President kicks it up a notch, goes after muni tax break

White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal

RETIREMENT RIAS NOV 02, 2011
United Capital to acquire $600M Peak Capital

United Capital Financial Advisers will acquire the assets of Peak Capital Investment Services &#8211; an advisory firm with $600 million in assets under management &#8211; executives revealed at the Schwab Impact Conference here in San Francisco today.

RETIREMENT RIAS OCT 30, 2011
Top RIAs on the wealth business: What lies ahead

Evercore Wealth Management's Charles Ryan talks about his firm's recent growth an expansion -- and what lies ahead for the rest of 2011 and 2012. For more INTV with top RIAs, <a href=www.investmentnews.com/section/multimedia?playerType=INTV>click here.</a>

Key death tax exclusion hinges on speedy filing
RETIREMENT RETIREMENT PLANNING OCT 27, 2011
Key death tax exclusion hinges on speedy filing

'Portability' of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly

INcite: Want to create jobs? First cut capital gains taxes
RETIREMENT RIAS OCT 26, 2011
INcite: Want to create jobs? First cut capital gains taxes

Along with jobs, raising taxes on the rich is one of things the Wall Street protesters feel strongly about, as Andrew Cuomo, the Democratic governor of New York, is learning all too well.

Federal refi program won't mean beans to many homeowners
RETIREMENT RETIREMENT PLANNING OCT 26, 2011
Federal refi program won't mean beans to many homeowners

Despite easing of refinancing standards, home loans still tough to come by

Chicago high-rise falls flat, marks largest muni default of the year
RETIREMENT RETIREMENT PLANNING OCT 25, 2011
Chicago high-rise falls flat, marks largest muni default of the year

The Clare at Water Tower missed $229m payment this month