Retirement

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RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

TAX SEP 22, 2013
Holding periods are a moving target

RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.

RETIREMENT PLANNING SEP 20, 2013
Most retirees get only one chance to claim Social Security benefits

But a spouse can sometimes step up to a larger benefit later

RETIREMENT PLANNING SEP 19, 2013
Keep your retirement dream from going up in smoke

Learn the tricks financial advisers use to help clients achieve their retirement dreams

LIFE INSURANCE AND ANNUITIES SEP 19, 2013
Should advisers rethink life insurance in same-sex estate plans?

Life insurance was a primary source of estate planning and wealth enhancement for gay couples, but new rulings could force advisers to reevaluate

RETIREMENT PLANNING SEP 19, 2013
Drastic changes to tax and estate planning for same-sex couples

Advisers should revisit estate-planning techniques now that the Treasury Department and the IRS recognize same-sex marriages for federal tax purposes. How will this impact your clients?

RETIREMENT PLANNING SEP 18, 2013
Overseas accounts come under new scrutiny

How a new tax law could affect your retirement funds

EQUITIES SEP 18, 2013
The Takeaway: Anybody home? Wall Street gurus nap through four-year rally

RETIREMENT PLANNING SEP 17, 2013
Would you flunk this financial planning test?

Many Americans fail to document budgets, plan for emergencies, study shows

RETIREMENT PLANNING SEP 17, 2013
N.Y. insurance chief knocks life insurers for cutting capital reserves

Lawsky says companies operating in the state can't use modified model to calculate cushion.

RETIREMENT PLANNING SEP 17, 2013
Preparing retirees for QE tapering

RETIREMENT PLANNING SEP 17, 2013
Risk altered as private equity moves into insurance

LIFE INSURANCE AND ANNUITIES SEP 17, 2013
Railroad in Kazakhstan? Insurers getting bolder with annuity investments

PE firms, Wall Street giants taking bolder approach after acquiring carriers; 'troubling role'

RETIREMENT PLANNING SEP 16, 2013
Prepare now for looming investment income tax

There's still time to strategize to minimize impact; trusts likely to feel the brunt

RETIREMENT PLANNING SEP 16, 2013
When are children eligible for Social Security?

Don't miss out on benefits one expert calls “the Viagra college fund"

RETIREMENT PLANNING SEP 15, 2013
Don't blame the custodian for IRS levies

RETIREMENT PLANNING SEP 15, 2013
Mark Cortazzo: "There were some very tough conversations"