Retirement

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Elderly investors bilked in annuities scam to get bubkes
RETIREMENT PLANNING MAY 10, 2012
Elderly investors bilked in annuities scam to get bubkes

Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.

LIFE INSURANCE AND ANNUITIES MAY 10, 2012
Long-term-care insurance may go way of the dinosaur

RETIREMENT PLANNING MAY 10, 2012
Fighting for market share in the LTC business

A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.

Putnam's Reynolds aim to put retirement security on election agenda
RETIREMENT PLANNING MAY 09, 2012
Putnam's Reynolds aim to put retirement security on election agenda

Executive lays out three points he says should be addressed in every campaign

LIFE INSURANCE AND ANNUITIES MAY 09, 2012
Advisers shortsighted about long-term care

Wealthy Americans line up to give up passports in Swiss capital
RIAS MAY 09, 2012
Wealthy Americans line up to give up passports in Swiss capital

Renouncements are up sevenfold in Bern since UBS whistle-blower triggered crackdown four years ago

Advisers stepping up with tax tips accountants are ignoring
TAX MAY 09, 2012
Advisers stepping up with tax tips accountants are ignoring

Coming tax law changes necessitate a closer look at strategies

TAX MAY 09, 2012
Advisers worry about future of retirement savings incentives

TAX MAY 09, 2012
The 'Buffett rule' is getting old

This state's lottery players are the country's biggest suckers
RETIREMENT PLANNING MAY 09, 2012
This state's lottery players are the country's biggest suckers

Georgia's citizens doing the most damage to their personal finances by trying to hit it big, data shows

RETIREMENT PLANNING MAY 07, 2012
Start now with end-of-life discussions: Expert

Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial

RETIREMENT PLANNING MAY 07, 2012
Seven retirement questions to ask

Social Security will be tapped out sooner than expected, warn Trustees
RETIREMENT PLANNING MAY 07, 2012
Social Security will be tapped out sooner than expected, warn Trustees

Program costs of Trust Funds to exceed non-interest income this year; well runs dry by 2033

After bailing on annuities, The Hartford looks to pump up its mutual funds
RETIREMENT PLANNING MAY 07, 2012
After bailing on annuities, The Hartford looks to pump up its mutual funds

Insurer sees big room for growth in fund world; relocating, bulking up sales force

RETIREMENT PLANNING MAY 04, 2012
Star adviser Evensky on board with retirement specialist designation

Joins Board of Governance of RIIA's retirement income designation program

UBS wins dismissal of billionaire's tax lawsuit
REGULATION AND LEGISLATION MAY 03, 2012
UBS wins dismissal of billionaire's tax lawsuit

A lawsuit filed by Igor Olenicoff, who blamed UBS for his failure to disclose about $200M in offshore accounts, has been dismissed

RETIREMENT PLANNING MAY 03, 2012
Target date funds lack alternatives

RETIREMENT PLANNING MAY 03, 2012
Social Security and the single retiree

RETIREMENT PLANNING MAY 03, 2012
Mary Beth Franklin: The $6 trilllion sleeper issue

Representatives of big business and big labor, academics and consumer advocates, and key leaders gathered to discuss a dirty little secret: America's retirement system is broken.

Legendary band takes Warhol Foundation to court over banana
RETIREMENT PLANNING MAY 03, 2012
Legendary band takes Warhol Foundation to court over banana

Peel and sue? Velvet Underground claims non-profit profiting off use of iconic image from first album