Retirement

Displaying 11581 results
LIFE INSURANCE AND ANNUITIES AUG 02, 2017
Consumer and insurance groups disagree on advice standard for annuity sales

Consumer groups and American Council of Life Insurers square off over how stringent the investment advice standard should be.

RETIREMENT PLANNING AUG 02, 2017
J. Mark Iwry, architect of myRA, discusses its demise

A former senior adviser to the Treasury finds resistance to the program 'baffling.'

RETIREMENT PLANNING AUG 02, 2017
A refresher course on Social Security claiming rules

New "deeming" rules can trip up claiming strategies.

RETIREMENT PLANNING AUG 01, 2017
$6 billion hybrid RIA group leaves LPL for Cetera

The three-adviser group, from Alliant Retirement Consulting, specializes in retirement plans.

RETIREMENT PLANNING AUG 01, 2017
Today's retirees are better off than previously thought

Millions of older Americans benefit from traditional retirement plans, new research finds.

RETIREMENT PLANNING AUG 01, 2017
The upside-down 401(k) world is about to change

Parts of the 401(k) plan that are currently customized will become mass-produced, and vice versa.

REGULATION AND LEGISLATION JUL 31, 2017
Bannon proposal to raise top tax rate dismissed by White House official

Income-tax increase on wealthy to pay for middle-class cuts won't encourage growth, says Marc Short, Trump's director of legislative affairs.

RETIREMENT PLANNING JUL 31, 2017
Number of experienced defined-contribution plan advisers to grow with DOL fiduciary rule

The most specialized retirement plan advisers control nearly 70% of adviser-held DC assets.

LIFE INSURANCE AND ANNUITIES JUL 31, 2017
SEC charges four former reps with fraud for VA sales targeting federal employees

Brokers implied government affiliation or approval, says enforcement action

RETIREMENT PLANNING JUL 28, 2017
Government to wind down Obama-era retirement savings program

The myRA program was available to workers with no employer-sponsored retirement plan, such as a 401(k), and with little money to invest.

RETIREMENT PLANNING JUL 28, 2017
Americans' savings rate sinks to lowest level in 9 years

Chances are, you aren't saving the way you used to.

RETIREMENT PLANNING JUL 28, 2017
Treasury Department to wind down Obama-era myRA retirement program

The program, which was aimed at workers with no employer-sponsored retirement plan and little money to invest, suffered from low demand and high costs

RETIREMENT PLANNING JUL 28, 2017
U.S. plummets on global ranking for retirement security

Norway, Switzerland and Iceland hold on to the top three slots.

Most women flunk retirement income literacy quiz
RETIREMENT PLANNING JUL 28, 2017
Most women flunk retirement income literacy quiz

Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement.

RETIREMENT PLANNING JUL 28, 2017
Advisers: What about your retirement?

Formulating a holistic plan is a good approach for clients, and you as well.

RETIREMENT PLANNING JUL 27, 2017
On Social Security, financial advisers tell clients to not count on much

Beyond debating its solvency, advisers embrace the reality of a broken system.

LIFE INSURANCE AND ANNUITIES JUL 27, 2017
Filling in the protection gap for high-income earning physicians

Many doctors find a serious gap between the benefits of traditional disability and the replacement of their true income.

REGULATION AND LEGISLATION JUL 27, 2017
Bannon plan to raise taxes on highest earners may find GOP support

Lawmaker says higher top income-tax rate may be acceptable, if coupled with other changes benefiting corporations.

RETIREMENT PLANNING JUL 27, 2017
Most women flunk retirement income literacy quiz

Many female clients want advisers to educate them about investing and longevity risks.

Postponing tax is a lofty goal
TAX JUL 27, 2017
Postponing tax is a lofty goal

Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.