Retirement

Displaying 11581 results
IRS gives employers a break
RETIREMENT PLANNING JAN 27, 2013
IRS gives employers a break

Long-awaited proposed regulations from the Internal Revenue Service have resolved questions about a key health care reform law provision that would impose stiff penalties on employers not offering coverage.

TAX JAN 27, 2013
For wealthy, a hard fall off the cliff

Delaying Social Security bennies could come back to bite clients
RETIREMENT PLANNING JAN 25, 2013
Delaying Social Security bennies could come back to bite clients

Higher income may render seniors ineligible for subsidized LTC benefits

'Death put' lawyer pleads guilty to fraud charge
RETIREMENT PLANNING JAN 25, 2013
'Death put' lawyer pleads guilty to fraud charge

Caramadre purchased bonds, VAs using identities fraudulently gleaned from the terminally ill

RETIREMENT PLANNING JAN 23, 2013
Former senator to lead insurance regulators' group

Ben Nelson of Nebraska to head up National Association of Insurance Commissioners

RIAS JAN 22, 2013
Mickelson takes mulligan on controversial tax comments

Phil Mickelson may be getting shafted by higher tax rates, but his recent comments on the subject have drawn heat from fans. On Tuesday, the four-time major winner re-teed.

Qualified charitable distributions return
RETIREMENT PLANNING JAN 20, 2013
Qualified charitable distributions return

LIFE INSURANCE AND ANNUITIES JAN 20, 2013
Premiums contribute to insurance spending boost

RETIREMENT PLANNING JAN 20, 2013
Hartford unwraps VA buyout offer

RETIREMENT PLANNING JAN 20, 2013
Why the merry widow is so merry

RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings

RETIREMENT PLANNING JAN 20, 2013
Thompson grounded

RETIREMENT PLANNING JAN 20, 2013
How self-employment made my season bright

Figuring out Social Security spousal benefit requires some ciphering
RETIREMENT PLANNING JAN 20, 2013
Figuring out Social Security spousal benefit requires some ciphering

Sometimes it's a lot more complicated than just dividing by 2

LIFE INSURANCE AND ANNUITIES JAN 18, 2013
Residents in these three states worst at money matters

Finra survey reveals drop in national financial literacy; 'something wrong with this picture.'

RETIREMENT PLANNING JAN 17, 2013
Float hopes? Another investor sues Fidelity over use of temporary funds

Another plan participant has filed suit against Fidelity, claiming the company misused float income generated off of some $46B held in 401(k) accounts.

Fidelity annuities vet jumps to Bank of America
RETIREMENT PLANNING JAN 17, 2013
Fidelity annuities vet jumps to Bank of America

Jeff Cimini takes on new role as head of personal retirement

Self-employment a halfway house for retirement
RETIREMENT PLANNING JAN 17, 2013
Self-employment a halfway house for retirement

Home-based work makes for a good transistion for clients looking to ease into their golden years

RETIREMENT PLANNING JAN 17, 2013
No surrender: Advisers have 'obligation' to talk life settlements with clients

A policy buyer says such transactions make plenty of sense for certain groups of people

VA buyback offers raising hackles in B-D Land
RETIREMENT PLANNING JAN 17, 2013
VA buyback offers raising hackles in B-D Land

Recent VA buyback offers by insurers are getting a frosty reception from B-Ds. Here's why.