Retirement

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Ivy League school rolls out largest tuition hike in six years
RETIREMENT PLANNING JAN 18, 2012
Ivy League school rolls out largest tuition hike in six years

CPI up 3 percent, but Princeton raises prices by nearly 5 percent

TAX JAN 18, 2012
'Class warfare' could stick wealthy with higher taxes

Class warfare is likely to be a major theme of the 2012 election, with bottom-line consequences for financial advisers' affluent clients.

Gingrich's gift to highest earners
RIAS JAN 18, 2012
Gingrich's gift to highest earners

Analysis of Newt Gingrich's tax plan would cut taxes for 70% of households and reduce rates for the highest earners compared with what they pay now.

LIFE INSURANCE AND ANNUITIES JAN 18, 2012
John Hancock latest to yank annuity offerings, pare distribution

Under pressure from a challenging economic environment, John Hancock Life Insurance Co. has pulled back on its annuity distribution and expects to withdraw an array of fixed, variable and immediate annuities

The truth about $300B worth of 'Manila' paper
RETIREMENT PLANNING JAN 17, 2012
The truth about $300B worth of 'Manila' paper

Bearer bonds from alleged Philippines plane crash are little more than wallpaper

RIAS JAN 17, 2012
Springtime has arrived and so have the new VAs

It is that time again

RETIREMENT PLANNING JAN 15, 2012
Advisers: Meet the 'client whisperer'

You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.

RETIREMENT PLANNING JAN 15, 2012
Schwab plans to launch bundled 401(k)

Consumer Bureau kerfuffle stays off presidential campaign agenda
RETIREMENT PLANNING JAN 13, 2012
Consumer Bureau kerfuffle stays off presidential campaign agenda

Obama's CPFB appointment won't propel Dodd-Frank into GOP debate

MetLife must defend lawsuit over retained asset checkbook
LIFE INSURANCE AND ANNUITIES JAN 13, 2012
MetLife must defend lawsuit over retained asset checkbook

MetLife Inc. must defend a lawsuit by the beneficiary of a policy who claimed the insurer paid $302,000 to the wrong person.

Former E-Trade CEO leads management buyout of Jefferson National
LIFE INSURANCE AND ANNUITIES JAN 12, 2012
Former E-Trade CEO leads management buyout of Jefferson National

Caplan oversees $83 million acquisition of flat-fee VA seller; targets RIAs

Experts not queueing up for Suze Orman's new debit card
RIAS JAN 12, 2012
Experts not queueing up for Suze Orman's new debit card

Suze Orman's new prepaid debit card will come with fees of at least $36 a year

RETIREMENT PLANNING JAN 12, 2012
10 worst states for retirement

RETIREMENT PLANNING JAN 12, 2012
ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.

Wealthy worried kids will fritter away inheritance
RIAS JAN 12, 2012
Wealthy worried kids will fritter away inheritance

Almost a quarter of wealthy individuals in the U.S. don't trust their children or stepchildren to protect the assets they plan on leaving the next generation.

RETIREMENT PLANNING JAN 11, 2012
Helping retired clients prepare for health care costs

RETIREMENT PLANNING JAN 11, 2012
Health insurance premiums soar

U.S. workers' health insurance premiums rose 63% between 2003 and 2010 as employers shifted more of the burden of rising medical costs to individuals and families, according to a study from The Commonwealth Fund

Ultrarich well aware of tax loophole on unrealized gains
RETIREMENT PLANNING JAN 11, 2012
Ultrarich well aware of tax loophole on unrealized gains

Avoid paying the IRS using complicated stock sale strategies; effective tax rate for billionaires now down to 18%

TAX JAN 11, 2012
IRS warns weaker enforcement, slow service would follow cuts

The Internal Revenue Service is reducing spending in anticipation of budget cuts for this fiscal year, commissioner Douglas Shulman wrote in a letter to lawmakers last week

Schwab launches bundled 401(k) product
RETIREMENT PLANNING JAN 10, 2012
Schwab launches bundled 401(k) product

Schwab's new bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes.