Retirement

Displaying 11579 results
Workers more likely to retire after strong market performance
RIAS JUL 19, 2011
Workers more likely to retire after strong market performance

Workers are more likely to retire after a period of strong equity returns, but they may be leaving the workplace at a time when their nest eggs are at the most risk.

Boomers not interested in rocking chair retirement
RETIREMENT PLANNING JUL 19, 2011
Boomers not interested in rocking chair retirement

Younger boomers more optimistic about their finances but acknowledge that they will have to work some in retirement

LIFE INSURANCE AND ANNUITIES JUL 19, 2011
Finra to revamp market exams for broker-dealers

RETIREMENT PLANNING JUL 19, 2011
Advisers: Preparing clients for the worst on taxes

Financial advisers are fairly clear about what is in store for their clients: taxes that are unlikely to go down and may rise.

GAO's financial advice: Hold off on Social Security, buy an annuity
RETIREMENT PLANNING JUL 19, 2011
GAO's financial advice: Hold off on Social Security, buy an annuity

A new study by the Government Accountability Office predicts that middle-class workers may well outlive retirement savings. The solution, the GAO says, is for workers to hold off on taking Social Security -- and buy annuities.

Meredith Whitney's muni denial doesn't jibe with what ran on 60 Minutes: Mysak
RETIREMENT PLANNING JUL 19, 2011
Meredith Whitney's muni denial doesn't jibe with what ran on 60 Minutes: Mysak

Analyst claims she didn't say what she seemed to have said when she said it on national television

Gold at $2,000? It's getting closer
RETIREMENT PLANNING JUL 18, 2011
Gold at $2,000? It's getting closer

Precious metal gains from race to debase currencies, now tops $1,800; BofA sees it at $2,000 in a year

Default, dear Brutus, could be bad news for money funds
RETIREMENT PLANNING JUL 18, 2011
Default, dear Brutus, could be bad news for money funds

Could put a hole in money-market funds, which hold $760 billion in Treasuries. The question is: should investors pull their money out now just in case lawmakers in Washington don't reach a debt-ceiling agreement by Aug. 2?

George Soros ditches hedge fund empire for — a family office?
RETIREMENT PLANNING JUL 14, 2011
George Soros ditches hedge fund empire for — a family office?

Legendary investor George Soros is trading in his hedge fund firm for -- a family office. Of course, this family office boasts $24 billion in assets under management.

RIAS JUL 14, 2011
Tougher 401(k) rules seen as 'full employment act' for RIAs

As the Labor Department prepares to issue stricter rules for the retirement fund industry, financial advisers at RIA firms are licking their chops over the prospect of poaching business from broker-dealers and insurance agents

401(k) expense ratios down — except for bond funds
RETIREMENT PLANNING JUL 13, 2011
401(k) expense ratios down — except for bond funds

Fees fall for stock and money market funds; charges for fixed-income offerings hold steady

RETIREMENT PLANNING JUL 13, 2011
Guidance imminent on 401(k) income products

The Treasury Department will soon offer guidance on lifetime income options in 401(k) plans with the aim of curbing the number of individuals who are likely to outlive their retirement savings.

Tax breaks for the well-off likely to be cut off
REGULATION AND LEGISLATION JUL 13, 2011
Tax breaks for the well-off likely to be cut off

Advisers, start planning now. According to a retirement policy expert, deficit pressures in Washington leave little room for further extensions of tax breaks in 2013.

American Beacon books power trio to subadvise go-anywhere offering
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
American Beacon books power trio to subadvise go-anywhere offering

Pimco, Brandywine and GAM will co-manage firm's new flexible bond fund

LIFE INSURANCE AND ANNUITIES JUL 12, 2011
Financial advisers, insurers hail GAO plug for immediate annuities

Ray of hope? Top college commences with middle-class tuition cap
RETIREMENT PLANNING JUL 11, 2011
Ray of hope? Top college commences with middle-class tuition cap

Middle-class families are quickly being priced out of the top universities. But a bold new program at the University of California at Berkeley -- limiting the total costs for families with modest incomes to 15% of earnings -- offers a ray of hope. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110711&amp;Category=FREE&amp;ArtNo=711009999&amp;Ref=PH&amp;Params=Itemnr=1>The most expensive state schools &amp;raquo;</a> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111117&amp;Category=FREE&amp;ArtNo=111709999&amp;Ref=PH>Top-rated 529 plans &amp;raquo;</a>

Paterno's home sale legit estate-planning move: Lawyers
RETIREMENT PLANNING JUL 11, 2011
Paterno's home sale legit estate-planning move: Lawyers

Joe Paterno, the under-fire Penn State Nittany Lion coaching legend, has been assailed by some for selling his home to his wife for $1? The claim? Paterno was attempting to shield his assets from potential lawsuits. Not so, say estate lawyers in Pennsylvania. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>PSU ranked No.1 &#8212; on the list of most expensive state schools &amp;raquo;</a>

Cornhuskers latest to get FDIC-insured option for college savings
RETIREMENT PLANNING JUL 11, 2011
Cornhuskers latest to get FDIC-insured option for college savings

But low-return plan may not be the best bet when dealing with long time horizons; 'not very useful'

Test score 'arms race' leading some colleges to stand down
RETIREMENT PLANNING JUL 11, 2011
Test score 'arms race' leading some colleges to stand down

Increasing number of universities going 'test optional' rather than relying on SATs; high school grades a better predictor

State schools looking better and better to parents
RETIREMENT PLANNING JUL 11, 2011
State schools looking better and better to parents

Out-of-sight tuition has left parents with little choice but to seek new ways to help fund their childrens' college education. One idea that's growing in popularity: crossing private universities off the apply-to list.