Results for "retirement"

Displaying 3,315 results

Sort: Date | Relevance

Author:

Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

January 6, 2013

The Senate's decision to lift restrictions on Roth 401(k) conversions will be a boon to select individuals — those who can afford the tax bill now and whose employers have a Roth plan in place. A key to the American Taxpayer Relief Act of...

Diagnosis favorable for health care

January 6, 2013

Baby boomers are the overriding reason many advisers are betting that health care investments will be winners in 2013. “Health care is a good sector to be in,” said Joe Heider, a principal at Rehmann Financial LLC. “Ten thousand baby boomers...

Post-cliff, life insurance a tougher sell

January 3, 2013

Agents and financial advisers may have a tougher time selling life insurance this year. The American Taxpayer Relief Act of 2012, which President Barack Obama signed into law yesterday, sets the individual exemption for estate taxes at $5 million...

No linkage as Social Security stays unchained — for now

January 3, 2013

Demands by congressional Republicans to scale back the future cost of the Medicare and Social Security programs nearly derailed the year-end fiscal cliff negotiations. In the end, congressional leaders and the White House postponed tough decisions...

Senate's post-midnight budget deal moves pressure to Boehner

January 1, 2013

The U.S. Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts. The vote early today in Washington...

Ameriprise 401(k) lawsuit set for January court date

December 26, 2012

Ameriprise Financial Inc. will be kicking off the new year in court as the company prepares to face employees who claim that it breached its fiduciary duty with allegedly imprudent and costly 401(k) options. Attorneys for the financial services...

New study reveals stark differences among baby boomers

December 19, 2012

Baby boomers, the roughly 78 million Americans between the ages of 48 and 66, are the meat and potatoes of the financial advisory industry. They control the bulk of investible assets in the country and constitute the core of most advisers' book...

Should widows take survivor or retirement benefits?

December 17, 2012

When it comes to selecting when and how to claim Social Security benefits, widows and widowers have more flexibility than other beneficiaries. Remember, retirement benefits and survivor benefits represent two different pots of money. A surviving...

Advocates for retirement tax incentives gird for 2013 battle

December 17, 2012

If an agreement emerges over the next two weeks to avert the automatic tax increases and spending cuts contained in the so-called fiscal cliff, it is unlikely to contain details on how to curb tax deductions and special tax breaks. In the meantime,...

Firm run by L.A Dodgers' owner buys big annuity seller

December 17, 2012

Sun Life Financial Inc., the best- performing financial stock in Canada this year, agreed to sell a U.S. annuity business in a $1.35 billion deal to a firm owned by Guggenheim Partners LLC shareholders to cut risks in equity markets and interest...

Stay married for a decade to get benefits

December 16, 2012

During a gathering of Social Security wonks at the Newseum in Washington last month, I joked that perhaps marriage vows should be rewritten to raise awareness of the value of Social Security benefits for divorced individuals under certain conditions....

Sens.: Protect retirement plans

December 16, 2012

Retirement industry groups are rallying around a proposal championed by Sen. Richard Blumenthal, D-Conn., and Sen. Johnny Isakson, R-Ga., to protect the tax incentives of saving in retirement plans. This so-called sense of the Congress resolution...

Another ratings cut for big seller of indexed annuities

December 14, 2012

Moody's Investors Service Inc. has downgraded Aviva Life and Annuity Co.'s insurance financial strength ratings to Baa1, from A1, as its parent prepares to sell the unit. This is the third ratings cut the insurer has taken from a major agency:...

Social Security: More on how to collect on your ex

December 12, 2012

Recently I committed what, back in my Catholic school days, would be called a “sin of omission.” In my latest blog about Social Security benefits -- 'Til Decade Do Us Part"-- I left out a key phrase and some of my readers may have been confused...

Clients kind of blue over IBM's 401(k) surprise

December 11, 2012

News that International Business Machines Corp. plans to make its contribution to workers' 401(k)s on an annual basis — rather than with each paycheck — has non-IBM workers spooked. Reports of IBM's change to the frequency of its contributions,...

Sweet ERISA: Pru wins in court, seals pension transfer with Verizon

December 10, 2012

Prudential Insurance Co. of America today closed a deal with Verizon that will shift billions in pension liabilities to the insurer, fresh off a court victory against retirees who sought to block the transaction. The deal, originally announced...

Mary Beth Franklin: For Social Security, it's 'till decade do us part'

December 10, 2012

During a recent gathering of Social Security wonks at the Newseum in Washington, DC, last month, I joked that perhaps marriage vows should be rewritten to raise awareness about the value of Social Security benefits for divorced individuals under...

Senators: Don't futz with retirement savings plans

December 10, 2012

Retirement industry groups late last week rallied around a proposal championed by Sen. Richard Blumenthal, D-Conn., and Sen. Johnny Isakson, R-Ga., to protect the tax incentives of saving in retirement plans. This so-called “sense of the Congress”...

Many unaware of this Social Security twist

December 9, 2012

I love hearing from InvestmentNews readers as they discover the mysteries of strategies for claiming Social Security. One adviser from Gaithersburg, Md., recently wrote about the pleasant surprise he received when he filed for Social Security...

The case for fixed-indexed annuities

December 9, 2012

So far this year, somewhere around $34 billion worth of fixed-indexed annuities have found their way into Americans' retirement portfolios. Though that's well below the $80 billion in variable annuities purchased, the gap is closing. And there...

« Previous PageNext Page »

1 ... 159 | 160 | 161 | 162 | 163 | 164 | 165 | 166

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.