The Treasury Department's calculation of revenues that are lost to tax-deferred retirement plans is flat out wrong, says an acturial group. They may be on to something.
Bailed-out insurer AIG should be broken up eventually because its two main businesses have “no strategic fit between them,” according to Harvey Golub, its former chairman
The latest wrinkle in the world of exchange-traded funds is a fund that is a foreign company
Jackson National Life Insurance Co. has temporarily closed off access to the JNL/BlackRock Global Allocation fund option in the carrier's variable annuities.
IRS nixes two-year time limit for innocent-spouses to plead their case; rule applies to couples who file jointly
The House Republican budget plan put forth last week by Wisconsin Rep. Paul Ryan marks the beginning of the debate on government entitlement reforms — a rancorous clash sure to play out through the next presidential-election cycle and beyond
With the Bush tax cuts extended for another two years, the status remains quo on major — and imminent — potential changes in tax law, right?
Forget the political posturing: Capitol Hill watchers say a 35% estate tax rate is pretty much a cinch to get through Congress
But these three fund firms would likely take the biggest hit under current proposal
Jackson National has announced it will attempt to slow down sales of it sgenerous variable annuity contracts. How it plans on going about this is another proposition.
Tuition at Leysin American School in the Swiss Alps is $72K a year, but at least the skiing's good
Ten months after the death of its former chief executive, wealth management firm Rockefeller Financial today hired Reuben Jeffery III, a former government official and Goldman Sachs' executive, as its chief executive.
Federal revenue losses due to tax breaks for retirement savings plans are being greatly exaggerated, according to a group that is urging Congress not to eliminate so-called retirement tax expenditures
Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.
Products are 'difficult to assess,' commission-based distribution seen as a problem
Stole $7M from elderly clients; will get out of prison when he's 91
Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.
Homeownership rate now below 60%; opportunity for real estate investors?
