Retirement

Displaying 11581 results
Without housing revival, recovery lacks foundation: Fed adviser
RETIREMENT PLANNING MAR 30, 2012
Without housing revival, recovery lacks foundation: Fed adviser

Pall over property market a drag on economy, says William Strauss

Hartford offers wealth management boss Levenson $2M bonus to stay for 11 months
RIAS MAR 29, 2012
Hartford offers wealth management boss Levenson $2M bonus to stay for 11 months

Hartford Financial Services has offered its head of wealth management, David Levenson, $2 million to stay on for another 11 months while it seeks a buyer for its life and 401(k) businesses.

RETIREMENT PLANNING MAR 29, 2012
Paying the Roth conversion tax

IRAs suddenly of great interest to Washington
RETIREMENT PLANNING MAR 29, 2012
IRAs suddenly of great interest to Washington

Two new measures targeting the accounts introduced in the past week; source of savings, source of tax revenue

Baucus' targeting of stretch IRAs a reach, say critics
RETIREMENT PLANNING MAR 29, 2012
Baucus' targeting of stretch IRAs a reach, say critics

Claim plan to rejigger taxes on inherited accounts could hurt savers with older spouses; 'a nonstarter'

Newest NBA rule: Players must provide their own (safety) net
RETIREMENT PLANNING MAR 28, 2012
Newest NBA rule: Players must provide their own (safety) net

Financial troubles of retired players sees union, league set up mandatory retirement savings plan

Indie B-D reps flocking to fixed indexed annuities
RETIREMENT PLANNING MAR 27, 2012
Indie B-D reps flocking to fixed indexed annuities

Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.

LIFE INSURANCE AND ANNUITIES MAR 27, 2012
Special report: Variable annuities

A look at the latest trends in variable annuity sales and strategies.

RETIREMENT PLANNING MAR 27, 2012
The 25 largest variable annuity providers

Buffett's NetJets countersued by U.S. for unpaid taxes
RIAS MAR 26, 2012
Buffett's NetJets countersued by U.S. for unpaid taxes

The government has countersued NetJets Inc., owned by Warren Buffett's Berkshire Hathaway Inc., after the company filed suit over $642.7 in taxes, interest and penalties it says it doesn't owe.

RETIREMENT PLANNING MAR 26, 2012
'Demographic bust' will lead to lower returns across major asset classes

RETIREMENT PLANNING MAR 25, 2012
Special report: Retirement income

What financial advisers need to know about building retirement income plans for their clients.

RETIREMENT PLANNING MAR 25, 2012
Buckets vs. systematic withdrawals

RETIREMENT PLANNING MAR 25, 2012
Retirement planning's tough choices

The Hartford does 'something drastic,' will exit annuity and life insurance businesses
RETIREMENT PLANNING MAR 25, 2012
The Hartford does 'something drastic,' will exit annuity and life insurance businesses

Venerable insurer makes dramatic move amid pressure from shareholder John Paulson

DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
RETIREMENT PLANNING MAR 23, 2012
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package

But still no specific timetable for issuance of revised rule

'Transformative events' shape client's financial thinking, survey finds
RETIREMENT PLANNING MAR 23, 2012
'Transformative events' shape client's financial thinking, survey finds

Upper-middle class more worried about life's big moments than the next 12 months

Ponzied placekicker sets NFL records after hitting bottom: ESPN.com
RETIREMENT PLANNING MAR 23, 2012
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com

With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.

Fun is done: Frugality rules as tax refunds to be squirreled away
REGULATION AND LEGISLATION MAR 22, 2012
Fun is done: Frugality rules as tax refunds to be squirreled away

Survey shows a shift in what filers plan to do with checks from the IRS; 'more reserved and cautious'

Worst nightmare as IRS wants $550K in penalties over $4K tax bill
REGULATION AND LEGISLATION MAR 22, 2012
Worst nightmare as IRS wants $550K in penalties over $4K tax bill

Agency taking dim view of hidden assets -- even if the hiding's not intentional