Retirement

Displaying 11581 results
PRACTICE MANAGEMENT SEP 05, 2013
Tax rule changes require re-planning

Advisers scurrying to learn new rules for same-sex married couples.

RETIREMENT PLANNING SEP 05, 2013
Drastic tax changes for married gay couples

Filing joint returns could make it easier to inherit money tax-free

RETIREMENT PLANNING SEP 05, 2013
Higher earnings limit applies in the year worker reaches 66

Social Security earnings cap disappears at full retirement age.

OPINION SEP 05, 2013
Social Security spousal benefits don't earn delayed retirement credits

RETIREMENT PLANNING SEP 05, 2013
Don't be fooled by Social Security benefits estimates

RETIREMENT PLANNING SEP 05, 2013
B-Ds taking a break from nontraded REITs

Despite strong sales, concerns over due diligence, overconcentration rise.

RETIREMENT PLANNING SEP 05, 2013
Tips for attracting younger investors

AIG lawsuit decision a boost for its reps
LIFE INSURANCE AND ANNUITIES SEP 05, 2013
AIG lawsuit decision a boost for its reps

AIG's decision not to join a suit against the U.S. government is good news for the insurer's brokers, writes Bruce Kelly.

RETIREMENT PLANNING SEP 04, 2013
Can you spot financial fraud?

New report shows investors find outsized return pitches "appealing"

RETIREMENT PLANNING SEP 04, 2013
Higher earnings limit applies at 66

RETIREMENT PLANNING SEP 04, 2013
The when, who and how of creative Social Security strategies

When file and suspend makes sense — and when it doesn't

RETIREMENT PLANNING SEP 03, 2013
Small-biz retirement plan options launched by Genworth

Firm seeks to help advisers working with business owners.

RETIREMENT PLANNING SEP 03, 2013
Why 66 is the magic retirement age

Retiring earlier could result in a 25% haircut to your Social Security

RETIREMENT PLANNING SEP 03, 2013
Is life insurance a top priority for your family?

Parents more willing to talk drugs than insurance, survey shows

RETIREMENT PLANNING SEP 01, 2013
Bumpy road ahead

Health insurance exchanges are drawing enthusiasm and consternation from advisers. Darla Mercado sorts out the confusion. <i>(Plus: <a href=&quot;http://www.investmentnews.com/healthcare&quot;>All you need to know about the new health care laws</a>)</i>

RETIREMENT PLANNING SEP 01, 2013
T. Rowe bars some workers from 401(k) trading

Firm bars some from mass trading in 401(k)s.

RETIREMENT PLANNING AUG 30, 2013
Why you should stop your health savings contributions when Medicare begins

Medicare enrollment mandatory for Social Security recipients age 65+

RETIREMENT PLANNING AUG 28, 2013
BofA creates new retirement unit

Bank of America Corp. has combined its retirement planning and wealth management capabilities.

RETIREMENT PLANNING AUG 27, 2013
Alleged Ponzi scheme funded startup businesses

Clients in self-directed IRAs turned over control; 20% returns pitched

RETIREMENT PLANNING AUG 27, 2013
Festive fall on tap for Washington but action is another thing

Advisers watching for clues on the federal budget, debt ceiling, tax policy.