Retirement

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RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

RETIREMENT PLANNING MAY 03, 2013
More Americans giving up citizenship to dodge taxes

But financial advisers warn such moves could cost you more

RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.

RETIREMENT PLANNING MAY 02, 2013
Advisers affronted by "Frontline" piece

Reaction to documentary split along party lines -- rep or fiduciary.

RETIREMENT PLANNING MAY 02, 2013
SEC halts trading in embattled LTCI seller

Penn Treaty's last financial statement filed in 2008; policyholders in limbo

LIFE INSURANCE AND ANNUITIES MAY 02, 2013
Acquisition puts Envestnet at top of TAMP list

RETIREMENT PLANNING MAY 02, 2013
ING on a voyage to change its name, not its color

Insurer close to being spun off in an initial public offering; business to remain the same.

RIAS MAY 02, 2013
Dynasty seals deal with Octagon, a top sports management firm

Company provides financial planning, investment advice and lifestyle services, including bill payment, to athletes and entertainers

RETIREMENT PLANNING MAY 01, 2013
Profits take the day as fewer employers match kick-ins to 401(k)s

Drop-off in companies making contributions to retirement plans; trend not 'abating anytime soon'

RETIREMENT PLANNING MAY 01, 2013
Social Security rules define when a spouse is a spouse

There's no exception for the gray area of legally separated couples.

RETIREMENT PLANNING APR 29, 2013
Making Social Security claiming strategies a little easier

Software options vary by sophistication and price. Which is right for you?

RETIREMENT PLANNING APR 29, 2013
Claiming Social Security, you're either married or not

Legaly separation doesn't change Uncle Sam's view of your status

RETIREMENT PLANNING APR 29, 2013
How long you're hitched makes big difference in Social Security payouts

Various rules apply for spouses, ex-spouses and survivors; did you expect anything different?

RETIREMENT PLANNING APR 28, 2013
Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.