Retirement Planning

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Asset allocation R.I.P.?
RETIREMENT RETIREMENT PLANNING JUN 13, 2011
Asset allocation R.I.P.?

New study reveals savers not saving enough -- and asset allocators not allocating assets enough

RETIREMENT RETIREMENT PLANNING JUN 12, 2011
Five considerations for Roth redos

Leaders of Senate debt reduction group vow to take hard look at tax expenditures
RETIREMENT RIAS JUN 10, 2011
Leaders of Senate debt reduction group vow to take hard look at tax expenditures

Two leaders of a group of senators trying to convert last year's presidential deficit commission recommendations into legislation plan to take a hard look at eliminating tax breaks which cost a total of $1.1 trillion annually.

Money lost to retirement plan tax breaks vastly overstated, say actuaries
RETIREMENT RETIREMENT PLANNING JUN 10, 2011
Money lost to retirement plan tax breaks vastly overstated, say actuaries

The Treasury Department's calculation of revenues that are lost to tax-deferred retirement plans is flat out wrong, says an acturial group. They may be on to something.

RETIREMENT RIAS JUN 08, 2011
Will newly proposed tax changes whack the wealthy?

With the Bush tax cuts extended for another two years, the status remains quo on major — and imminent — potential changes in tax law, right?

RETIREMENT RETIREMENT PLANNING JUN 07, 2011
Bite from 12(b)-1 fee reform should be 'modest' for most firms: KBW

But these three fund firms would likely take the biggest hit under current proposal

RETIREMENT RETIREMENT PLANNING JUN 06, 2011
And you think your kid's private school is expensive

Tuition at Leysin American School in the Swiss Alps is $72K a year, but at least the skiing's good

RETIREMENT RIAS JUN 06, 2011
Rockefeller snags ex-Goldman exec as new CEO

Ten months after the death of its former chief executive, wealth management firm Rockefeller Financial today hired Reuben Jeffery III, a former government official and Goldman Sachs' executive, as its chief executive.

BondView to run the rule over muni bond funds
RETIREMENT RETIREMENT PLANNING JUN 03, 2011
BondView to run the rule over muni bond funds

Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.

Annuity fees a turnoff for clients and advisers
RETIREMENT RETIREMENT PLANNING JUN 03, 2011
Annuity fees a turnoff for clients and advisers

Products are 'difficult to assess,' commission-based distribution seen as a problem

Dear client: Your home is worth less than you think
RETIREMENT RETIREMENT PLANNING MAY 31, 2011
Dear client: Your home is worth less than you think

Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.

American dream on life support as U.S. moves to 'rentership society'
RETIREMENT RETIREMENT PLANNING MAY 31, 2011
American dream on life support as U.S. moves to 'rentership society'

Homeownership rate now below 60%; opportunity for real estate investors?

Most expensive state for mortgage closing? Fuhgettaboudit
RETIREMENT RETIREMENT PLANNING MAY 31, 2011
Most expensive state for mortgage closing? Fuhgettaboudit

New York tops the list, according to latest data; average cost up, Dodd-Frank blamed

Jeter fan spurns $250K collectible, gives back milestone ball
RETIREMENT RETIREMENT PLANNING MAY 31, 2011
Jeter fan spurns $250K collectible, gives back milestone ball

'Mr. Jeter deserved it,' said Christian Lopez, who snagged Yankees' 3,000 hit; a valuable piece of baseball history

Biggest quarterly sell-off of munis since 1995
RETIREMENT RETIREMENT PLANNING MAY 31, 2011
Biggest quarterly sell-off of munis since 1995

Fund firms, individuals cut back dramatically on holdings of tax-exempt debt

RETIREMENT RIAS MAY 31, 2011
GOP, Dems on surprising sides of means-testing clash

You had to figure the issue of means testing for entitlement programs would split Republicans and Democrats. And it has -- just not the way you'd think.

Where the world's wealthiest clients are — and will be
RETIREMENT RIAS MAY 31, 2011
Where the world's wealthiest clients are — and will be

The cumulative wealth of the world's richest households will more than double, to $202 trillion over the next ten years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics.

March of the millionaires on the rise -- particularly in Singapore
RETIREMENT RETIREMENT PLANNING MAY 25, 2011
March of the millionaires on the rise -- particularly in Singapore

City-state has highest percentage of millionaire households; China now No.3 in total number of millionaire households

RETIREMENT RETIREMENT PLANNING MAY 25, 2011
Don't raid an IRA to pay for college

RETIREMENT RETIREMENT PLANNING MAY 22, 2011
The secrets of the top advisers

Gregory Vaughan has the demeanor of your favorite college professor — accessible, attentive and humble