Retirement

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RETIREMENT PLANNING NOV 28, 2012
Remodeling as retirement planning

'Aging in place' is growing trend as retirees prefer to stay put.

IRS eases retirement loan procedures for Sandy victims
RIAS NOV 28, 2012
IRS eases retirement loan procedures for Sandy victims

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said.

No fear factor as Roth IRA investors embrace risk
RETIREMENT PLANNING NOV 28, 2012
No fear factor as Roth IRA investors embrace risk

Sitting on far greater percentage of stocks than traditional IRA holders

RETIREMENT PLANNING NOV 28, 2012
A better retirement withdrawal strategy — from the tax man

No time to waste in making tax moves, experts say
RIAS NOV 26, 2012
No time to waste in making tax moves, experts say

Sell stock shares, reinvest in munis and other tax-advantaged vehicles; 'sooner rather than later'

RETIREMENT PLANNING NOV 25, 2012
Updated Pru report out on Social Security strategies

RETIREMENT PLANNING NOV 25, 2012
'Death put' lawyer pleads guilty to fraud charge

RETIREMENT PLANNING NOV 25, 2012
Indexed annuities' new pals

Private-equity firms are raising their profile in the indexed-annuity space, worrying observers who fear they are taking greater risks in increasing market share.

RETIREMENT PLANNING NOV 25, 2012
Women's health care planning seen as pivotal

LIFE INSURANCE AND ANNUITIES NOV 25, 2012
Out of favor, life settlements have boosters

RETIREMENT PLANNING NOV 21, 2012
Florida authorities convict seller of phony life insurance

MetLife B-D chief leaves company
LIFE INSURANCE AND ANNUITIES NOV 20, 2012
MetLife B-D chief leaves company

Broker-dealer group considered non-essential, analyst says.

Mary Beth Franklin: Four costly Social Security mistakes
RETIREMENT PLANNING NOV 19, 2012
Mary Beth Franklin: Four costly Social Security mistakes

While some retirees are simply uniformed, others are dangerously misinformed.

RETIREMENT PLANNING NOV 19, 2012
Does LTC insurance still make sense?

RETIREMENT PLANNING NOV 19, 2012
Advisers express thanks for clients' patience and trust

Financial advisers are grateful this Thanksgiving for clients who have been calm and cool in the face of intense market volatility.

RETIREMENT PLANNING NOV 18, 2012
No. 2 at EBSA moves to lead stable value at Prudential

RETIREMENT PLANNING NOV 18, 2012
Undoing a decision to claim benefits

RIAS NOV 18, 2012
A surefire way to cut taxes for shareholders

RETIREMENT PLANNING NOV 18, 2012
MassMutual settles for $1.6M for insufficient VA disclosures

RETIREMENT PLANNING NOV 18, 2012
Low-cost LTC? It's a Southern thing