Retirement

Displaying 11580 results
Note to clients: Good credit rating good enough
RETIREMENT PLANNING JAN 27, 2012
Note to clients: Good credit rating good enough

Efforts to boost score above 760 yield little tangible benefits; 'bragging rights'

Opinion: Buffett rule flat-out misses the point
REGULATION AND LEGISLATION JAN 26, 2012
Opinion: Buffett rule flat-out misses the point

It's time to come to grips with misconceptions about taxing the rich

RIAS JAN 26, 2012
Former E*Trade CEO leads management buyout of Jefferson

New York Life splits life insurance, investment operations
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
New York Life splits life insurance, investment operations

Annuities to be slotted under the latter; retirement income boss Chris Blunt to oversee insurance

Why hanging on to your older fixed annuity is a solid bet
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
Why hanging on to your older fixed annuity is a solid bet

Older fixed annuities, ones that hold 3% guaranteed minimum rates, are looking pretty attractive right now

Schwarzman backs Romney as Wall Street shuns Obama
RETIREMENT PLANNING JAN 26, 2012
Schwarzman backs Romney as Wall Street shuns Obama

Stephen Schwarzman, chairman of the Blackstone Group LP, will host a fundraiser for Mitt Romney next month as like-minded donors turn their backs on President Obama.

Mitt Romney's income no ordinary income
RIAS JAN 25, 2012
Mitt Romney's income no ordinary income

Candidate's earnings taxed as carried interest; 'ordinary people wouldn't be able to do this'

The secrets of Social Security
TAX JAN 25, 2012
The secrets of Social Security

Even for the typically affluent clients of financial advisers, informed decisions about how and when to claim Social Security benefits can mean thousands of extra dollars a year, and tens of thousands of dollars over a lifetime. Are you prepared to advise clients on this crucial decision?

Americans welcome back leverage when credit is cheap enough
RIAS JAN 25, 2012
Americans welcome back leverage when credit is cheap enough

Americans are back in the borrowing mood, and even the wealthy are getting in on it when the credit is cheap enough, according to advisers.

Munch on this: 'The Scream' could fetch $80M
RETIREMENT PLANNING JAN 24, 2012
Munch on this: 'The Scream' could fetch $80M

Masterpiece to go on sale this May; three other versions all in museums

Romney's tax revelation draws plenty of fire
RIAS JAN 24, 2012
Romney's tax revelation draws plenty of fire

Ex-govenor's 15% effective rate criticized by opponents; Gingrich paid twice that

ALTERNATIVES JAN 22, 2012
Carried interest sparks bipartisan tax debate

RETIREMENT PLANNING JAN 20, 2012
Buzz: Sandy Weill sells his NYC apartment for jaw-dropping sum

Central Park West penthouse listed at nearly $90M; Russian billionaire seen as buyer

INsider: At current rates, money fund investors will double their money — in 2,000 years
RETIREMENT PLANNING JAN 20, 2012
INsider: At current rates, money fund investors will double their money — in 2,000 years

The question: Are such puny yields worth it when money isn't FDIC-insured?

Schwab unveils 401(k) product boasting index funds
RETIREMENT PLANNING JAN 19, 2012
Schwab unveils 401(k) product boasting index funds

In a much-anticipated move, Charles Schwab late on Tuesday said it is launching a 401(k) product that features index funds. An ETF-version of the low-cost offering, dubbed Index Advantage, is due next year.

IRS audits of millionaires at all-time high of 12.5%
RIAS JAN 19, 2012
IRS audits of millionaires at all-time high of 12.5%

The U.S. Internal Revenue Service said it audited 12.48% of individual tax returns with income exceeding $1 million during 2011, an all-time high.

REGULATION AND LEGISLATION JAN 19, 2012
Ex-UBS client indicted for hiding accounts from IRS

A former UBS AG client was indicted by a federal grand jury on a charge that he defrauded the U.S. by hiding assets from the U.S. Internal Revenue Service.

Students' council: Go to college now, pay for it later
RETIREMENT PLANNING JAN 18, 2012
Students' council: Go to college now, pay for it later

University of California undergrads propose 20-year tuition plan; five percent solution?

California Dems eye college fees that are up 145% since 2004
RETIREMENT PLANNING JAN 18, 2012
California Dems eye college fees that are up 145% since 2004

Look to end tax loophole for businesses, use proceeds to provide more financial aid to students

Student loans the 'next debt bomb' for U.S., attorneys warn
RETIREMENT PLANNING JAN 18, 2012
Student loans the 'next debt bomb' for U.S., attorneys warn

Courts reluctant to discharge loans, often forcing graduates to pay off enormous sums; parents increasingly on the hook, too