Retirement

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Europe will avoid disaster, but only barely: Barclays Wealth CIO
RETIREMENT PLANNING DEC 09, 2011
Europe will avoid disaster, but only barely: Barclays Wealth CIO

Europe will muddle through its financial crisis but is unlikely to craft an enduring solution to calm volatile investment markets.

RIAS DEC 09, 2011
MetLife leads in VA sales

MetLife Inc., the largest U.S. life insurer, kept the top spot in variable annuity sales in the third quarter by cutting rates to attract customers looking for a consistent return amid equity market declines.

RIAS DEC 09, 2011
Latest VAs reflect the 'new normal'

Volatile equity markets and record low interest rates have led major variable annuity issuers to rein in sales, but a few insurers are drumming up business with products that reflect the “new normal”

Bernanke does muni investors a solid
RETIREMENT PLANNING DEC 08, 2011
Bernanke does muni investors a solid

Fed's low-interest-rate policy making tax-exempt debt very attractive, say portfolio managers; 'renewed confidence'

Moody's is positive muni outlook negative
RETIREMENT PLANNING DEC 08, 2011
Moody's is positive muni outlook negative

States, cities face rate cuts as financial pressures mount, credit rater warns; defaults, while rare, could increase

Meredith Whitney was wrong — or was she?
RETIREMENT PLANNING DEC 08, 2011
Meredith Whitney was wrong — or was she?

Timing is everything, and the high-profile analyst blew hers with that celebrated muni meltdown prediction for 2011; she still may end up being right, though

Munis shine as Whitney's bombshell turns out to be a dud
RETIREMENT PLANNING DEC 08, 2011
Munis shine as Whitney's bombshell turns out to be a dud

Dire prediction by high-profile analyst fails to pan out; tax-exempt debt sees 10.5% gain this year

Pujols skips big tax savings in Miami by going West
RETIREMENT PLANNING DEC 08, 2011
Pujols skips big tax savings in Miami by going West

Albert Pujols may have made a smart decision signing with the L.A. Angels instead of the Florida Marlins or sticking with the St. Louis Cardinals. His tax attorney may have a different view on the subject, however.

RETIREMENT PLANNING DEC 08, 2011
The 10 most popular muni funds in 2011

RETIREMENT PLANNING DEC 08, 2011
No pall over munis

This was supposed to be the year the muni market went to hell in a handbasket. But with yields now matching -- and even surpassing comparable Treasuries -- tax-exempt bonds are suddenly very hot. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111208&amp;Category=FREE&amp;ArtNo=120809999&amp;Ref=PH&amp;Params=Itemnr=PH>The ten muni funds investors flocked to in 2011 &amp;raquo;</a>

Strategies to minimize taxes under Senate scrutiny
RIAS DEC 08, 2011
Strategies to minimize taxes under Senate scrutiny

Even with reforms, advisers could sally forth with new schemes

American Airline's bankruptcy leaves muni bond investors holding the bag
RETIREMENT PLANNING DEC 08, 2011
American Airline's bankruptcy leaves muni bond investors holding the bag

Unsecured debt for company maintenance facility now trading at 16 cents on the dollar

FIXED INCOME DEC 08, 2011
Obama targets muni bond tax exemption for those who earn more than $200K

President Barack Obama's plan to cut the budget deficit repeats his call for curbing the tax exemption on municipal bonds and would give states a break on unemployment debts owed the federal government

ING to shutter registered indexed annuity
LIFE INSURANCE AND ANNUITIES DEC 07, 2011
ING to shutter registered indexed annuity

ING Groep NV will close its registered indexed annuity to new sales Oct. 31 after a little more than a year.

LIFE INSURANCE AND ANNUITIES DEC 07, 2011
Critics fear government isn't promoting annuities enough

The government is hoping that its upcoming support for lifetime-income solutions such as annuities will encourage companies to add these options to their retirement plans for employees, but some worry that Uncle Sam isn't giving a big-enough push

REGULATION AND LEGISLATION DEC 06, 2011
'Super' failure signals tax gridlock

The failure of the deficit reduction supercommittee last week all but guarantees that the gridlock over tax reform, including the Bush-era tax cuts, will continue beyond next year's presidential election

Obama nixes 3% withholding tax for government contractors
RIAS DEC 06, 2011
Obama nixes 3% withholding tax for government contractors

President Barack Obama today signed into law a bill that would kill a withholding tax on government contractors even before it was levied for the first time.

REGULATION AND LEGISLATION DEC 06, 2011
Tax code overhaul unlikely this year

Like baseball fans whose team came up short, those hoping for an overhaul of the tax code by the congressional deficit-cutting supercommittee likely will have to wait until next year

Debate subtly shifting from whether to raise taxes — to how much
RIAS DEC 06, 2011
Debate subtly shifting from whether to raise taxes — to how much

Republican lawmakers coming over to the idea that Uncle Sam must raise more revenue to make real impact on deficit; Grover Norquist not thrilled

Variable annuity players join the fixed indexed annuity fray
LIFE INSURANCE AND ANNUITIES DEC 06, 2011
Variable annuity players join the fixed indexed annuity fray

Carriers that have been stalwarts in the variable annuity industry are trying their hand at manufacturing and selling fixed indexed annuities.