Retirement

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Score one for the little guy; Obama's budget proposal bonks big guys, helps planless savers
RIAS APR 17, 2012
Score one for the little guy; Obama's budget proposal bonks big guys, helps planless savers

Families earning more than $250K lose incentive; those without plans can access an auto-IRA

2011 good sign money market reform not needed: ICI
RETIREMENT PLANNING APR 17, 2012
2011 good sign money market reform not needed: ICI

Says funds have held up despite fears of a global recession and drama on the Continent

ASPPA, record keepers ask DOL for extension on plan fee disclosure
RETIREMENT PLANNING APR 17, 2012
ASPPA, record keepers ask DOL for extension on plan fee disclosure

The American Society of Pension Professionals and Actuaries and its sister organization The Council of Independent 401(k) Recordkeepers have asked the Labor Department for more time to meet enhanced fee disclosure requirements.

ASPPA to Congress: 'Hands off our tax breaks'
RETIREMENT PLANNING APR 17, 2012
ASPPA to Congress: 'Hands off our tax breaks'

Group storms Capitol Hill to protect retirement savings vehicles

RETIREMENT PLANNING APR 16, 2012
States with sky-high property taxes

Bankers Life settles charges it ran unlicensed B-D operations
LIFE INSURANCE AND ANNUITIES APR 16, 2012
Bankers Life settles charges it ran unlicensed B-D operations

Insurer to pay nearly $10M to close case; states claim carrier had commission arrangement with Uvest, ProEquities

FSI lays into Labor Department on fiduciary proposal
RETIREMENT PLANNING APR 16, 2012
FSI lays into Labor Department on fiduciary proposal

Advocacy group demands update on rule revamping; 'withdraw and re-propose, not withdraw and walk away'

FSI to Labor Dept.: We'll send IRA info ASAP
RETIREMENT PLANNING APR 16, 2012
FSI to Labor Dept.: We'll send IRA info ASAP

But broker-dealer group still not convinced applying fiduciary standard to IRA advice necessary

RIAS APR 16, 2012
Jackpot-winning asset managers are on the ball

Lawmakers, adviser groups gird for another fiduciary-rule battle with DOL
RETIREMENT PLANNING APR 16, 2012
Lawmakers, adviser groups gird for another fiduciary-rule battle with DOL

RETIREMENT PLANNING APR 15, 2012
AllianceBernstein veteran stepping down — to become a schoolteacher

Fontaine's career change comes amid crucial product launch for DC unit; “bittersweet”

OPINION APR 15, 2012
Centralizing retirement accounts

Obama budget raises taxes for 27% of households
RIAS APR 13, 2012
Obama budget raises taxes for 27% of households

Obama's budget would raise marginal tax rates to a maximum of 39.6%, up from 35%. High-income taxpayers would also face higher rates on investment income and limits on deductions.

Probe of high-profile 401(k) fiduciary advocate could cost advisers business
RETIREMENT PLANNING APR 13, 2012
Probe of high-profile 401(k) fiduciary advocate could cost advisers business

DOL said to be investigating claims Hutcheson stole money from plan sponsors; he trumpeted fiduciary standard to Congress

RIAS APR 11, 2012
If corporate tax rates were to drop

Some companies would benefit, but others would take a hit to earnings

Death and taxes collide as fatal crashes mount on IRS filing day
TAX APR 10, 2012
Death and taxes collide as fatal crashes mount on IRS filing day

Deaths from traffic accidents around April 15, traditionally the last day to file individual income taxes in the U.S., rose 6% on average on each of the last 30 years of tax filing days compared with a day during the week prior and a week later.

RETIREMENT PLANNING APR 10, 2012
Advisers: Let me coach you on Social Security claiming-strategies

IRI agrees SS claiming strategies are crucial to a holistic retirement income plan. Send your SS questions to me and I'll post my answers.

RETIREMENT PLANNING APR 10, 2012
Secrets of social security: Your questions answered

After a recent appearance on Consuelo Mack's WealthTrack <a href=http://www.investmentnews.com/section/video?playerType=CMWealth&amp;bctid=1537880225001>(watch here)</a> discussing Social Security, <i>InvestmentNews</i> contributing editor Mary Beth Franklin quickly received more than 100 inquiries from advisers and investors about strategies and techniques for most effectively tapping this cornerstone of retirement income.

RETIREMENT PLANNING APR 10, 2012
The 2012 InvestmentNews Retirement Income Summit

Buffett rule tax bill would raise $31B over 10 years
RIAS APR 10, 2012
Buffett rule tax bill would raise $31B over 10 years

Implementing a &#8220;Buffett rule&#8221; to require a minimum 30 percent tax rate for the highest U.S. earners would raise $31 billion over the next decade, according to a government estimate.