Retirement

Displaying 11581 results
RIAS SEP 23, 2012
The tax implications of special dividends

LIFE INSURANCE AND ANNUITIES SEP 21, 2012
Life insurance execs: Plenty of capacity for variable annuity business

Product features and pricing becoming 'rational' amid market tumult, low rates

'Fundamental shift' coming to VA business
RETIREMENT PLANNING SEP 21, 2012
'Fundamental shift' coming to VA business

Carriers targeting fee-based advisers with new I-share offerings; next frontier

RETIREMENT PLANNING SEP 20, 2012
Networking: Pershing plumps up trust lineup

Networking: Pershing plumps up trust lineup

Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan
RIAS SEP 20, 2012
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan

Independent analysis shows bulk of tax savings to go to wealthiest filers; 'much less progressive'

Old-age question: Are LTC policies good deals for younger clients?
RETIREMENT PLANNING SEP 19, 2012
Old-age question: Are LTC policies good deals for younger clients?

Number of people under 45 who buy long-term-care insurance is on the rise; cheap premiums

RETIREMENT PLANNING SEP 16, 2012
New health care law: advice needed

Financial advisers will have opportunities to help their clients navigate the new health care law.

RETIREMENT PLANNING SEP 16, 2012
Soaring health care costs squeeze retirees

RETIREMENT PLANNING SEP 16, 2012
Deadline for Roth conversions is near

RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

RETIREMENT PLANNING SEP 16, 2012
Protection gap is widening

AIG unit could be next VA powerhouse
RETIREMENT PLANNING SEP 14, 2012
AIG unit could be next VA powerhouse

As insurers put the brakes on variable annuity sales, an old rival is emerging as a potential powerhouse in the business.

Life insurance sector takes hit as QE3 packs a punch
LIFE INSURANCE AND ANNUITIES SEP 13, 2012
Life insurance sector takes hit as QE3 packs a punch

With rates staying low, carriers have a dim three years on the horizon

Aging investors should hold more stocks, BlackRock says
EQUITIES SEP 13, 2012
Aging investors should hold more stocks, BlackRock says

With life expectancies rising, fixed income investments won't make savings last longer

RETIREMENT PLANNING SEP 11, 2012
Variable annuities: It's the income, stupid

Income enhancement still the biggest draw of VAs, study finds

Insurers, B-Ds can help advisers navigate annuities maze
LIFE INSURANCE AND ANNUITIES SEP 10, 2012
Insurers, B-Ds can help advisers navigate annuities maze

Many advisers say their greatest allies in learning more about the products and closing sales are their own broker-dealer and the carriers themselves.

RETIREMENT PLANNING SEP 10, 2012
Mary Beth Franklin: Social Security math quiz

How Social Security calculates spousal benefits. It's more complicated than you think.

RETIREMENT PLANNING SEP 10, 2012
Romney, Ryan continue to dance around tax plan details

GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.

Facing possible estate tax, investors stick to sidelines
RETIREMENT PLANNING SEP 09, 2012
Facing possible estate tax, investors stick to sidelines

Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million