Retirement

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RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

Thirty-year fixed still fixed below 4%
RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

Millionaires: Go ahead and tax the rich — just not us
REGULATION AND LEGISLATION DEC 27, 2011
Millionaires: Go ahead and tax the rich — just not us

More than 70% agree that wealthy should kick in more, but half say they're not wealthy

Rich already feeling the pinch in this affluent state
REGULATION AND LEGISLATION DEC 27, 2011
Rich already feeling the pinch in this affluent state

New Jersey's wealthy saying goodbye to on-demand garbage pick up, hello to higher property taxes

RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

No guarantees, but life insurers look set for revival in 2012
LIFE INSURANCE AND ANNUITIES DEC 27, 2011
No guarantees, but life insurers look set for revival in 2012

Low interest rates seen as manageable; stock prices 'beaten down to ridiculous levels'

RIAS DEC 27, 2011
VA carriers hunkering down

Allianz Life names new CEO
LIFE INSURANCE AND ANNUITIES DEC 23, 2011
Allianz Life names new CEO

Walter White takes helm of U.S. ops, arrives with brokerage expertise

For plan sponsors, check's in the mail — but nobody's home
RETIREMENT PLANNING DEC 23, 2011
For plan sponsors, check's in the mail — but nobody's home

Getting uncashed benefit checks to ex-employees a growing problem; death a bigger complication

Data dump bigger burden on retirement plan advisers
RETIREMENT PLANNING DEC 23, 2011
Data dump bigger burden on retirement plan advisers

Required disclosures mean advisers can easily benchmark performance; onus on advisers to prod stragglers to do better

LIFE INSURANCE AND ANNUITIES DEC 21, 2011
Aon survey: Slowdown still No. 1 risk

An economic slowdown remains the No. 1 risk facing businesses, according to Aon Corp.'s biennial Global Risk Management Survey of global risk managers and chief financial officers

LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Exit, stage left

Sun Life's recent exit from the variable annuity business is just the latest sign that carriers aren't thrilled by the risks such long-term investments carry. With several insurers backing out of the business, and others reining in benefits and raising prices, 2011 may go down as the year of the vanishing VA | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110912&amp;Category=FREE&amp;ArtNo=912009999&amp;Ref=PH?>Advisers favorite VA providers &amp;raquo;</a>

Paging Willie Sutton: English butlers making a beeline to China
RETIREMENT PLANNING DEC 20, 2011
Paging Willie Sutton: English butlers making a beeline to China

Placement agencies can't keep up with demand; new clients 'sitting on piles of money'

Mortgage rates surge, now at 'extremely low levels'
RETIREMENT PLANNING DEC 20, 2011
Mortgage rates surge, now at 'extremely low levels'

Thirty-year fixed back to 4%; move away from Treasuries could hike rates further

RETIREMENT PLANNING DEC 20, 2011
With new rule, DOL nixes additional fees for 401(k) advisers

The Labor Department has finalized a rule aimed at deterring financial advisers from receiving additional compensation based on the funds they choose for retirement plans

Labor Department, SEC coordinate on participant 401(k) fee disclosures
RETIREMENT PLANNING DEC 20, 2011
Labor Department, SEC coordinate on participant 401(k) fee disclosures

The Labor Department and the SEC agree on fee disclosures.

Judge kills Pru motion to toss death benefit suits
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Judge kills Pru motion to toss death benefit suits

Carrier being sued for allegedly retaining life insurance payouts, pocketing the float

LIFE INSURANCE AND ANNUITIES DEC 20, 2011
States' probe of death benefit payouts could spawn regs

A continuing three-year, 35-state investigation into the practices by which life insurers pay death benefits may spawn more-stringent requirements for locating beneficiaries

TAX DEC 18, 2011
Corporate tax reform could hurt advisers