Retirement

Displaying 11581 results
RETIREMENT PLANNING OCT 29, 2013
Best way an adviser can help: Cut up the credit cards

Plan advisers wanting to step up their service to 401(k) clients, and their workers need look no further than bread-and-butter debt management.

Social Security-claiming options for spouses of different ages
RETIREMENT PLANNING OCT 25, 2013
Social Security-claiming options for spouses of different ages

Sometimes creative strategies just won't work.

TAX OCT 25, 2013
Clients ignoring investment income tax but it's coming

Still time to strategize to minimize impact; trusts likely to feel the brunt.

BROKER DEALERS OCT 25, 2013
Insurer to sell its broker-dealer to John Hancock

Symetra Investment Services, with about 280 registered reps, not a fit with parent.

MUTUAL FUNDS OCT 25, 2013
Tax-managed indexing can offer boost

Such strategies can be even better than ETFs and mutual funds

RETIREMENT PLANNING OCT 24, 2013
Social Security benefits to increase 1.5%

Monthly Social Security benefits will increase Jan. 1, thanks to a cost-of-living adjustment.

RETIREMENT PLANNING OCT 24, 2013
Shutdown delays announcement of Social Security cost-of-living allowance

Labor Department says CPI report will not be released this week

RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement

Affluent investors embrace a broader definition of youth as life expectancy stretches

RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

RETIREMENT PLANNING OCT 22, 2013
Protective Life pulling in reins on variable annuity flows

Another day, another VA pullback. This time, Protective Live is putting the brakes to sales of its variable annuities, including clamping down on 1035 exchanges.

RETIREMENT PLANNING OCT 20, 2013
Health care exchanges aren't meant for retirees

Health care exchanges aren't meant for retirees, but advisers should still help clients with Medicare choices.

RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

TAX OCT 20, 2013
Giant dividends: Bonanza or tax trap?

RETIREMENT PLANNING OCT 20, 2013
It's lump: Massachusetts latest to probe pension advances

Massachusetts is the latest state looking into upfront pension payments to retirees amid concerns that the payment may be less than a plan's future value.

RETIREMENT PLANNING OCT 17, 2013
LPL to offer advice to 401(k) participants

LPL is going to offer advice to 401(k) participants served by Vanguard and Ascensus and is talking with a big insurer about adding its plans, too.