Retirement Planning

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Obama takes Buffett's advice, will propose AMT for millionaires
RETIREMENT RETIREMENT PLANNING SEP 30, 2011
Obama takes Buffett's advice, will propose AMT for millionaires

President wants to make sure wealthy don't pay lower rate than middle-income earners

Vanguard throws very big hat into small-pension-plan ring
RETIREMENT RETIREMENT PLANNING SEP 30, 2011
Vanguard throws very big hat into small-pension-plan ring

Index giant looks to break insurers' domination of bundled-plan space; 'last bastion' for carriers

RETIREMENT RETIREMENT PLANNING SEP 30, 2011
BlackRock's indexed target date funds aim at Vanguard, Fidelity

BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.

Ameriprise workers sue over company's own 401(k) funds
RETIREMENT RETIREMENT PLANNING SEP 27, 2011
Ameriprise workers sue over company's own 401(k) funds

Claim employer put retirement assets in proprietary funds that incurred $20M in excess costs

Wealth gap between races now a canyon, Pew finds
RETIREMENT RETIREMENT PLANNING SEP 26, 2011
Wealth gap between races now a canyon, Pew finds

Average net worth of white households at $113K; number closer to $6K for black households

Are your tax-free munis legit? The IRS wants to know
RETIREMENT RETIREMENT PLANNING SEP 23, 2011
Are your tax-free munis legit? The IRS wants to know

Agency to begin collecting data on municipal bonds from MSRB; has authority to nix tax break

Investors on Buffett rule: Go ahead, soak the rich
RETIREMENT RETIREMENT PLANNING SEP 23, 2011
Investors on Buffett rule: Go ahead, soak the rich

A new poll shows that financial services insiders overwhelmingly support the Buffett Rule, which would require the wealthy to pay at least the same tax rate as middle-class earners | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110923&amp;Category=FREE&amp;ArtNo=923009997&amp;Ref=PH>What advisers need to know about Bam's tax plan</a>

RETIREMENT RETIREMENT PLANNING SEP 23, 2011
Whitney's flood of muni defaults more like a drip

New group to go to bat for retirement plan advisers
RETIREMENT RETIREMENT PLANNING SEP 23, 2011
New group to go to bat for retirement plan advisers

Among other things, NAPA to fight to keep tax breaks for retirement savings

Bet on Bernanke producing 'monster' gains
RETIREMENT RETIREMENT PLANNING SEP 23, 2011
Bet on Bernanke producing 'monster' gains

Ten-year Treasuries up 28% this year as fed head has managed to keep consumer prices in check

RETIREMENT RETIREMENT PLANNING SEP 23, 2011
Market skid may prompt Roth IRA 'do-overs'

Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a &#8220;do-over&#8221; and re-characterize their account by the deadline date

North America loaded with superwealthy — but Asia catching up
RETIREMENT RETIREMENT PLANNING SEP 22, 2011
North America loaded with superwealthy — but Asia catching up

Three states still have more UHNW individuals than China and India combined; Asia should pass North America by in 2032

RETIREMENT RETIREMENT PLANNING SEP 22, 2011
Regulators warn about self-directed IRAs

SEC, NASA say number of complaints on the rise; $94B in accounts

MSRB floats tough new rules for advisers in the muni market
RETIREMENT RETIREMENT PLANNING SEP 22, 2011
MSRB floats tough new rules for advisers in the muni market

Regulator aims to impose fiduciary standard, compensation limits in bid to eliminate conflicts of interest

Alarming number of boomers exhausted savings during recession
RETIREMENT RETIREMENT PLANNING SEP 20, 2011
Alarming number of boomers exhausted savings during recession

Older Americans also took Social Security earlier, with diminished payouts; 'profound impact on adults'

RETIREMENT RIAS SEP 20, 2011
Top money managers of family office assets

Ranked by 2010 assets under management

RETIREMENT RIAS SEP 20, 2011
Top money managers of high-net-worth assets*

Ranked by 2010 assets under management

BlackRock takes aim at Vanguard, Fidelity with indexed target date funds
RETIREMENT RETIREMENT PLANNING SEP 20, 2011
BlackRock takes aim at Vanguard, Fidelity with indexed target date funds

Asset manager launches mutual fund suite for 401(k) funds

Retirement tax proposal could endanger 401(k)s
RETIREMENT RIAS SEP 19, 2011
Retirement tax proposal could endanger 401(k)s

A Brookings Institution proposal would take away Americans' variable tax breaks on retirement contributions in exchange for a flat tax credit to be deposited automatically into the saver's account.

RETIREMENT RETIREMENT PLANNING SEP 19, 2011
ERISA expert to plan advisers: Don't shy from offering affiliated funds from service providers

Offering a record keeper's funds does not lead to a violation of fiduciary duty, Reish says