Retirement

Displaying 11581 results
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog
REGULATION AND LEGISLATION MAR 22, 2012
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog

Lack of funds for agency leading to erosion of rights, citizens' advocate tells Congress

RIAS MAR 21, 2012
Breaking up is hard to do - especially with annuities

RETIREMENT PLANNING MAR 21, 2012
The top 25 sellers of variable annuities

Participating issuers, ranked by sales

RETIREMENT PLANNING MAR 21, 2012
The top 25 variable annuity providers through independent B-Ds

Top participating issuers of VAs

RETIREMENT PLANNING MAR 21, 2012
Longevity insurance promising - but higher rates would help

Will BAML's new fiduciary service make big contribution to its DC business?
RETIREMENT PLANNING MAR 20, 2012
Will BAML's new fiduciary service make big contribution to its DC business?

Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers

RETIREMENT PLANNING MAR 20, 2012
What's behind money in motion

Schumer wants early fight on ending Bush-era tax cuts for top earners
RIAS MAR 20, 2012
Schumer wants early fight on ending Bush-era tax cuts for top earners

Several top Senate dems believe they're in a stronger position now than in 2010 to go after Bush-era tax cuts for top earners

TAX MAR 20, 2012
Christie to Oracle of Omaha: 'Write a check and shut up'

VA clients holding on to their VAs instead of surrendering them
RETIREMENT PLANNING MAR 19, 2012
VA clients holding on to their VAs instead of surrendering them

VA clients are less likely to surrender their variable annuities, as living benefits retain high value

Another snafu in DOL's plan to update fiduciary standard
RETIREMENT PLANNING MAR 19, 2012
Another snafu in DOL's plan to update fiduciary standard

Letter sent to industry groups gave some one day to provide requested information; short notice

LIFE INSURANCE AND ANNUITIES MAR 18, 2012
OSU, Pickens come up empty in insurance battle

RETIREMENT PLANNING MAR 18, 2012
These tech tools know how to take annuities into account

Americans: We're responsible for our financial well-being — just don't ditch Social Security
RETIREMENT PLANNING MAR 16, 2012
Americans: We're responsible for our financial well-being — just don't ditch Social Security

Also believe it's Uncle Sam's job to protect investors from fraud

Republican tax break pruning complicates extensions outlook
RIAS MAR 15, 2012
Republican tax break pruning complicates extensions outlook

Debate continues over more than $30 billion in so-called tax extenders, such as the research and development tax credit and the ability for financial services companies to defer taxation on income earned outside the U.S.

Lincoln may get more defensive with MoneyGuard hybrid
RETIREMENT PLANNING MAR 15, 2012
Lincoln may get more defensive with MoneyGuard hybrid

Insurer mulling raising fees and cutting benefits on popular product; low interest rates to blame

RETIREMENT PLANNING MAR 14, 2012
Social Security meets a brave new world

Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.

RETIREMENT PLANNING MAR 14, 2012
Goldman snaps up fixed-income shop

Fed's low interest rates could lower interest in annuities
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
Fed's low interest rates could lower interest in annuities

Extension of cheap money policy seen boosting annuity costs, reducing benefits and commissions

VA sales reach record levels, but have they topped out?
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
VA sales reach record levels, but have they topped out?

In the third-quarter, variable annuity sales surged, thanks in large part to MetLife Inc. But the jury is out on how the major insurers' decision to pare back offerings might affect overall VA sales.