Retirement

Displaying 11581 results
Tardy TD enters VA race
LIFE INSURANCE AND ANNUITIES FEB 16, 2012
Tardy TD enters VA race

Brokerage rolling out low-cost variable annuities for RIAs; direct sales to consumers the endgame

Others retreat, but this carrier is charging into the VA business
LIFE INSURANCE AND ANNUITIES FEB 16, 2012
Others retreat, but this carrier is charging into the VA business

Sammons to launch new product with large investment menu; hawking the tax benefits, not the living benefits

Christie to Buffett: 'Write a check and shut up'
RIAS FEB 15, 2012
Christie to Buffett: 'Write a check and shut up'

New Jersey governor Chris Christie does not generally pull his punches. So it came as no surprise this week when Christie slammed Warren Buffett's assertion that the rich don't pay enough to the U.S. Treasury. Christie's advice to the Oracle? See above.

INcite: Cap gains raise requires two big tweaks
RIAS FEB 15, 2012
INcite: Cap gains raise requires two big tweaks

Hike the rate, but allow investors to adjust for inflation; also, kill off the 'angel of death'

RETIREMENT PLANNING FEB 15, 2012
Clients with Alzheimer's pose 'scary' legal risks

LIFE INSURANCE AND ANNUITIES FEB 15, 2012
Campaign has Betty White pitching 'hot' life settlements

Actress Betty White is the celebrity pitchwoman for life settlements provider The Lifeline Program and also stars in the firm's viral YouTube video, “I'm Still Hot.”

Property taxes up a whopping 66% in this state since 2001
RETIREMENT PLANNING FEB 15, 2012
Property taxes up a whopping 66% in this state since 2001

Garden State of New Jersey no bed of roses for homeowners

OPINION FEB 14, 2012
Catch-up contributions help retirement

RETIREMENT PLANNING FEB 14, 2012
When decisions are impaired by disability

Whitney Houston's death puts different type of records in spotlight
RETIREMENT PLANNING FEB 13, 2012
Whitney Houston's death puts different type of records in spotlight

Untimely passing of pop queen a stark reminder to financial planners of need to review documents; follow-through the key

Mark Cuban: Smart grads won't enter finance — and that's a good thing
TAX FEB 13, 2012
Mark Cuban: Smart grads won't enter finance — and that's a good thing

Now that George Steinbrenner no longer walks the earth, Mark Cuban is arguably the one sports owner that fans love to hate more than any other.

Cheney: Obama playing 'small ball' on entitlements
RETIREMENT PLANNING FEB 13, 2012
Cheney: Obama playing 'small ball' on entitlements

Former veep tells advisers current administration isn't doing enough to curb spending on social programs

Plan sponsors gird for sticker shock with 401(k) fee disclosures
RETIREMENT PLANNING FEB 13, 2012
Plan sponsors gird for sticker shock with 401(k) fee disclosures

Companies are ignorant about charges levied by plan managers, advisers.

Changes in tax law could take big bite out of Steve Jobs' estate
RETIREMENT PLANNING FEB 13, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

Now the best time for heirs to sell Apple, Disney stakes; no reason 'not to sell all of it'

RETIREMENT PLANNING FEB 13, 2012
Fee decline in target date funds likely to persist

Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely

LIFE INSURANCE AND ANNUITIES FEB 12, 2012
White's "hot' pitch

Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

State of disunion: Obama backs wealth tax, GOP fires back
REGULATION AND LEGISLATION FEB 10, 2012
State of disunion: Obama backs wealth tax, GOP fires back

President calls for implementation of Buffett rule; gridlock more likely

Is swimming phenom smart to turn down pool of cash?
RETIREMENT PLANNING FEB 10, 2012
Is swimming phenom smart to turn down pool of cash?

World aghast that Missy Franklin clings to amateur standing, but sports agent says the move could pay off in the long run

Interest in Romney's carried interest compounding
REGULATION AND LEGISLATION FEB 09, 2012
Interest in Romney's carried interest compounding

Opponents -- both Dems and Republicans -- pouncing on front-runner's low tax rate; 'terrible blunder'