Retirement

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RETIREMENT PLANNING AUG 18, 2011
<span style='color:red;'>INTV:</span> Rally or recession? What advisers think is next

Wild swings and declines in the market have advisers addressing constant client questions.

RETIREMENT PLANNING AUG 18, 2011
TIAA-CREF replaces Fidelity for California's $4B 529 college plans

California signed on TIAA-CREF to manage its college-savings replacing Fidelity Investments, which decided not to bid

'Russian roulette' fuels surge in lifetime income VAs
LIFE INSURANCE AND ANNUITIES AUG 18, 2011
'Russian roulette' fuels surge in lifetime income VAs

Variable annuities with lifetime income guarantees are hot as a pistol, as investors look to steer clear of an unpredictable -- and tempestuous -- stock market

RETIREMENT PLANNING AUG 18, 2011
Doubling down on 529 tax breaks

With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans

Dear Mr. Buffett: Taxing millionaires is trickier than it sounds
RIAS AUG 16, 2011
Dear Mr. Buffett: Taxing millionaires is trickier than it sounds

Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'

RETIREMENT PLANNING AUG 16, 2011
Stock-selling baby boomers may stall equity prices for decades: Fed

Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.

401(k) holders who bailed on stocks in 2008 made out worse: Fidelity
RETIREMENT PLANNING AUG 15, 2011
401(k) holders who bailed on stocks in 2008 made out worse: Fidelity

Fund firm says staying the course works; investors' resolve tested sorely this week

RETIREMENT PLANNING AUG 15, 2011
Sun better than a 529 plan? Don't scoff

REGULATION AND LEGISLATION AUG 14, 2011
New landscape may spur committee to take action

LIFE INSURANCE AND ANNUITIES AUG 14, 2011
Insurers on more solid footing this time

Money funds get $38B deposits after debt-ceiling deal
LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Money funds get $38B deposits after debt-ceiling deal

Money-market mutual funds took in $24.9 billion yesterday, bouncing back from their second-worst week of withdrawals, as investors unsettled by the debate over raising the U.S. debt ceiling returned to the market.

IRS to build database of regulated tax preparers
RIAS AUG 12, 2011
IRS to build database of regulated tax preparers

Taxpayers will be able to examine the qualifications of paid tax-return preparers in a database being built by the IRS that may be available as soon as 2013.

LIFE INSURANCE AND ANNUITIES AUG 12, 2011
Ratings drop for U.S. won't hurt insurers, Moody's says

Four major life insurers with pristine Aaa ratings are likely to hold on to their status, provided that the United States' government bond rating doesn't fall by more than one rung

Record number of affluent paid no income tax
TAX AUG 12, 2011
Record number of affluent paid no income tax

IRS says big surge in number of filers who made $200K — but didn't owe Uncle Sam a penny; 'further evidence of how broken this system is'

Second time around, life insurers braced for downturn: UBS
LIFE INSURANCE AND ANNUITIES AUG 11, 2011
Second time around, life insurers braced for downturn: UBS

Ameriprise, MetLife and Prudential among those favored in a plummeting market

How to max out your clients' FDIC coverage
RETIREMENT PLANNING AUG 11, 2011
How to max out your clients' FDIC coverage

$250K limit can easily be bumped up to $2M; CDARS, brokered CDs gaining in popularity

Monthly fees won't fly, so banks piling into crowded family office space
RETIREMENT PLANNING AUG 09, 2011
Monthly fees won't fly, so banks piling into crowded family office space

Retail accounts of many banks not money-spinners; Wells Fargo latest to join field

Abbot Downing launch to vault Wells Fargo into family office top four
RETIREMENT PLANNING AUG 09, 2011
Abbot Downing launch to vault Wells Fargo into family office top four

New unit named after maker of bank's trademark stage coach

Family offices big on hedge funds: Survey
RIAS AUG 09, 2011
Family offices big on hedge funds: Survey

Typical family office invests more than a quarter of its clients' assets with hedge funds; share could be even larger

LIFE INSURANCE AND ANNUITIES AUG 09, 2011
S&P swings ax as ratings cuts come fast and furious

Credit ratings agency follows its downgrade of US long-term sovereign credit rating with a host of additional downgrades.