Retirement

Displaying 11581 results
Will Paul Ryan's reality be too scary for voters?
TAX AUG 15, 2012
Will Paul Ryan's reality be too scary for voters?

Romney's veep pick encourages honest math

RETIREMENT PLANNING AUG 14, 2012
$3B nontraded REIT will post new valuation in August

RETIREMENT PLANNING AUG 12, 2012
Secret weapon for maxing out Social Security benefits? Your spouse

Hardly a day goes by that I don't receive an e-mail from <i>InvestmentNews</i> readers about strategies on how to claim Social Security.

RIAS AUG 12, 2012
Court case is key for same-sex couples

VA changes at major insurers are afoot, executives say
LIFE INSURANCE AND ANNUITIES AUG 10, 2012
VA changes at major insurers are afoot, executives say

Just when it seemed that the variable annuity industry couldn't handle more change, major sellers MetLife Inc. and Prudential Financial Inc. expect to roll out product updates this month, while The Hartford Financial Services Group Inc. is looking to reduce further its VA book of business.

RETIREMENT PLANNING AUG 10, 2012
Symetra snags Hartford, Sun Life VA vets

Variable annuities up-and-comer hires wholesaler team

RETIREMENT PLANNING AUG 10, 2012
BofA wields ax at U.S. Trust: Sources

Say some executives at U.S Trust have been let go; claim partial travel ban was also instituted

LIFE INSURANCE AND ANNUITIES AUG 09, 2012
VA benefit exchange deals raise questions for B-Ds

LGBT adults better prepared for retirement, survey finds
RETIREMENT PLANNING AUG 09, 2012
LGBT adults better prepared for retirement, survey finds

Higher savings rate, lower levels of debt cited.

Mary Beth Franklin: Clients short on understanding of longevity risk
RETIREMENT PLANNING AUG 08, 2012
Mary Beth Franklin: Clients short on understanding of longevity risk

Average life expectancy merely an average, not a timetable

Older clients' young children a Social Security windfall
RETIREMENT PLANNING AUG 08, 2012
Older clients' young children a Social Security windfall

Parents can trigger benefits for kids, delay collecting their own

Mary Beth Franklin: One surefire way to sabotage a retirement plan
RETIREMENT PLANNING AUG 06, 2012
Mary Beth Franklin: One surefire way to sabotage a retirement plan

Understimate healthcare costs for clients and watch things unravel

RETIREMENT PLANNING JUL 31, 2012
New age for old age, survey finds

Goal line keeps getting moved back; 'how much you can do'

Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts
RETIREMENT PLANNING JUL 30, 2012
Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts

DOL official says plan sponsors have duty to monitor investment menu, even self-directed accounts

RETIREMENT PLANNING JUL 29, 2012
U.S. Court dismisses class action bid against KBS REIT

REGULATION AND LEGISLATION JUL 29, 2012
Estate tax a focus of fiscal-cliff debate

RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

RETIREMENT PLANNING JUL 27, 2012
Self-directed accounts in peril

Advisers warn that plan sponsors could stop offering self-directed accounts over concerns that they will have more fiduciary responsibility for investments.

RETIREMENT PLANNING JUL 27, 2012
Sen. Harkin proposes retirement plan revamp, Social Security fix

Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

RETIREMENT PLANNING JUL 27, 2012
Pension plans keep more retirees out of poverty, reduce reliance on public assistance

Retirees aren't the only ones who benefit from receiving a defined-benefit pension; the plans help curtail government spending.