Retirement

Displaying 11581 results
RETIREMENT PLANNING APR 28, 2013
Disability automatically converts to retirement benefits at 66

LIFE INSURANCE AND ANNUITIES APR 26, 2013
Life insurance a lifesaver for college?

More advisers are now considering it but some want the practice banned.

RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

RETIREMENT PLANNING APR 25, 2013
Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

Ignoring women's health-care costs 'reckless': Experts
RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

Mary Beth Franklin: Does LTC insurance still make sense?
RETIREMENT PLANNING APR 25, 2013
Mary Beth Franklin: Does LTC insurance still make sense?

Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.

REGULATION AND LEGISLATION APR 24, 2013
Advisers say Obama tax break cap would hurt clients

28% limit not a 'helpful' policy for jobs or growth.

RETIREMENT PLANNING APR 24, 2013
LPL beefing up its compliance in wake of Massachusetts suit

In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

RETIREMENT PLANNING APR 22, 2013
NY Life cuts initial deposit for annuity to attract youth

But critics question whether younger workers should even be buying annuities

LIFE INSURANCE AND ANNUITIES APR 22, 2013
ING U.S. sets stock offering price at $21-$24 a share

RIAS APR 21, 2013
Bibliowicz says goodbye to National Financial Partners

After Madison Dearborn deal, Douglas Hammond takes over.

RETIREMENT PLANNING APR 21, 2013
Fees net more revenue

A weak year for the IBD channel accentuated the value of steady income

RETIREMENT PLANNING APR 21, 2013
Throw caution to the wind? Not young boomers

Study finds people happier with lower return and guarantee than higher return only.

RETIREMENT PLANNING APR 21, 2013
Younger workers would take brunt of Obama's IRA curb

Advisers mostly against the idea, calling limits 'counterproductive.'

ALTERNATIVES APR 21, 2013
Tax reform of financial products?

The idea may be theoretically interesting, but it is too complex and practically unworkable

RETIREMENT PLANNING APR 18, 2013
Giving spree seen complicating taxes

RETIREMENT PLANNING APR 18, 2013
Obama backs new inflation formula for Social Security

Alternative benchmark would close 25% of 75-year shortfall.

RETIREMENT PLANNING APR 17, 2013
Widower can collect survivor benefits now, retirement benefits later

RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

RETIREMENT PLANNING APR 17, 2013
VA suitability tools speed up an increasingly daunting task