Retirement

Displaying 11581 results
Annuity sales show Guggenheim not so crazy with buying binge
RETIREMENT PLANNING JAN 17, 2013
Annuity sales show Guggenheim not so crazy with buying binge

Big rise in market share for Security Benefit, EquiTrust; generous benefits

Isn't it rich? Wealthy get off light in budget deal
RIAS JAN 16, 2013
Isn't it rich? Wealthy get off light in budget deal

Despite dire predictions, high earners caught a sizable break with the budget deal. Here's how.

Advocates for retirement tax incentives gird for 2013 battle
RETIREMENT PLANNING JAN 16, 2013
Advocates for retirement tax incentives gird for 2013 battle

Stepping up lobbying to protect 401(k)s, IRA deferrals; 'laying down a marker'

Mary Beth Franklin: The one thing advisers should know about Social Security
RETIREMENT PLANNING JAN 15, 2013
Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

Should widows take survivor or retirement benefits?
RETIREMENT PLANNING JAN 15, 2013
Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

RETIREMENT PLANNING JAN 14, 2013
Premiums contribute to insurance spending boost in 2012, survey says

More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health.

RETIREMENT PLANNING JAN 13, 2013
Ponnuru: Conservatives' income equality argument pure tripe

Celebrating rising value of health benefits a real reach; wage stagnation the issue

Now, it's Treasury that's pulling cash from its retirement plan to pay bills
RETIREMENT PLANNING JAN 13, 2013
Now, it's Treasury that's pulling cash from its retirement plan to pay bills

Move to suspend investments will give the government about $156B in breathing room.

First, start with tax simplification
RIAS JAN 13, 2013
First, start with tax simplification

Instead of offending various interest groups, let's try making taxes easier to calculate

No linkage as Social Security stays unchained — for now
RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

AIG to America: Thanks — and you've been served!
LIFE INSURANCE AND ANNUITIES JAN 09, 2013
AIG to America: Thanks — and you've been served!

Just days after rolling out a campaign thanking America for its bailout, AIG now says it may be forced to sue the U.S. government over -- you guessed it -- the bailout.

Last chance for some clients to lower their 2012 tax bill
TAX JAN 09, 2013
Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity

RIAS JAN 09, 2013
Permanent AMT fix protects millions of middle-class taxpayers

RIAS JAN 09, 2013
Floating NAVs could prove taxing

Mary Beth Franklin: For Social Security, it's 'till decade do us part'
RETIREMENT PLANNING JAN 07, 2013
Mary Beth Franklin: For Social Security, it's 'till decade do us part'

Marriage must last at least 10 years to claim Social Security benefits on ex-spouse

RETIREMENT PLANNING JAN 06, 2013
Real estate rebound taking hold

RIAS JAN 06, 2013
More fiscal challenges on the horizon

RETIREMENT PLANNING JAN 06, 2013
'Permanence' of estate taxes helps planners

RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

RETIREMENT PLANNING JAN 06, 2013
Roth 401(k) switch is a good deal for younger taxpayers sitting on cash