Retirement

Displaying 11581 results
The only certainty is death, taxes, and muni advantages
OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

Rubio wants to curb stock buybacks encouraged by 2017 tax law
REGULATION AND LEGISLATION FEB 13, 2019
Rubio wants to curb stock buybacks encouraged by 2017 tax law

Buybacks are diverting cash companies should be using to make capital investments, GOP senator says.

Convergence of retirement planning and employee benefits is here
RETIREMENT PLANNING FEB 13, 2019
Convergence of retirement planning and employee benefits is here

It's all about convergence, and those who leverage it will reap the rewards

Bills would allow employers to help workers pay off student debt, tax-free
RETIREMENT PLANNING FEB 13, 2019
Bills would allow employers to help workers pay off student debt, tax-free

Tackling growing loan burdens sparks bipartisan interest on Capitol Hill.

Charles Schwab gets most 401(k) claims dismissed
RETIREMENT PLANNING FEB 13, 2019
Charles Schwab gets most 401(k) claims dismissed

One claim involving an in-house stable value fund will move forward.

Jackson National looks to expand distribution of fee-only annuities
RIAS FEB 11, 2019
Jackson National looks to expand distribution of fee-only annuities

Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.

Rules for claiming Social Security at 70
RETIREMENT PLANNING FEB 11, 2019
Rules for claiming Social Security at 70

Some individuals' benefits will begin automatically; others have to take action.

IRS sends out fewer refund checks first week of tax season than last year
TAX FEB 08, 2019
IRS sends out fewer refund checks first week of tax season than last year

Employees who handle refund processing were furloughed for most of that time.

Limited deduction rubs SALT into taxpayer wounds
REGULATION AND LEGISLATION FEB 08, 2019
Limited deduction rubs SALT into taxpayer wounds

Financial advisers bear bad news related to the state and local tax deduction that could surprise clients.

Latest tax proposal from Democrats targets Wall Street
TAX FEB 07, 2019
Latest tax proposal from Democrats targets Wall Street

Sen. Brian Schatz, a Hawaii Democrat, is working on a plan that would tax financial trade.

Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO

Reynolds becomes chairman of Great-West Lifeco US

Trump 'open to talking about' revisions on SALT cap
TAX FEB 07, 2019
Trump 'open to talking about' revisions on SALT cap

The cap is a key revenue raiser in the $1.5 trillion tax-code overhaul.

Annuities group signs up for Rolling Stones tour
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Annuities group signs up for Rolling Stones tour

The Alliance for Lifetime Income will be sole sponsor of the band's shows in the U.S. this year.

Retirement savings bill re-introduced in House with bipartisan backing
RETIREMENT PLANNING FEB 06, 2019
Retirement savings bill re-introduced in House with bipartisan backing

RESA measure would help small businesses offer 401(k) plans, ease use of annuities.

Genworth diverts $327 million to shore up long-term-care insurance
RETIREMENT PLANNING FEB 06, 2019
Genworth diverts $327 million to shore up long-term-care insurance

Firm also raised premiums an average 53% last year through the third quarter for some policyholders.

Trump State of the Union: What advisers want to hear
RETIREMENT PLANNING FEB 05, 2019
Trump State of the Union: What advisers want to hear

Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.

Were any required minimum distributions missed last year?
RETIREMENT PLANNING FEB 05, 2019
Were any required minimum distributions missed last year?

Who is responsible, and what to do now that it's happened.

Why muni bond dealers welcome the tax-the-rich push
FIXED INCOME FEB 04, 2019
Why muni bond dealers welcome the tax-the-rich push

State and local government bonds tend to outperform when taxes are rising.

Don't wait too long to claim Social Security
RETIREMENT PLANNING FEB 04, 2019
Don't wait too long to claim Social Security

Delayed retirement credits end at 70, so there's no reason to defer claiming beyond that age.

An update on the 4% rule
RETIREMENT PLANNING FEB 04, 2019
An update on the 4% rule

Extending Bengen's research on the proper rate at which to draw down retirement assets using 25 more years of data shows the rule can still work.