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Low-cost LTC? It's a Southern thing

November 18, 2012

Those looking for lower-cost long-term-care services might want to consider heading south. Southern and Southwestern states feature the most affordable costs for a spectrum of LTC services, including nursing homes, assisted-living facilities...

Undoing a decision to claim benefits

November 18, 2012

I received an interesting question from a reader who had started collecting reduced Social Security benefits at 62 and had banked all the benefits. She wonders if she can repay the money and apply for higher benefits at her current age of 65....

Does LTC insurance still make sense?

November 18, 2012

I knew it was coming. Still, when I received notice that the premiums for the two long-term-care insurance policies that I bought for me and my husband a few years ago would increase by 23%, it took my breath away. As a healthy adult in my late...

'Catch Me If You Can' con artist warns about scams targeting seniors

November 16, 2012

The con artist whose impersonations included a commercial airline pilot, a doctor and a lawyer — and whose life was the subject of the Steven Spielberg movie “Catch Me If You Can” – said the identity-stealing frauds he committed in his...

MassMutual settles with SEC over VA disclosures

November 15, 2012

Massachusetts Mutual Life Insurance Co. today reached a $1.65 million settlement with the Securities and Exchange Commission related to insufficient disclosures on one of its variable annuity riders. The regulator claimed that the carrier failed...

Surprise! 401(k)s rode out the Great Recession just fine

November 14, 2012

'Tis the season for retirement plan surveys. I was notified of at least three new reports this week alone. Normally, I don't get overexcited about yet another study on how poorly prepared most Americans are for retirement. But there's one study...

Rashomon? Clients and their children have different vision of parents' retirement

November 14, 2012

Financial advisers can help their clients — and themselves — by bringing in the adult children of their aging clients to discuss retirement, estate planning and the parents' future care. A Fidelity Investments survey of parents and their...

Does Pru's hiring of DOL big signal reg changes for stable value?

November 13, 2012

Michael L. Davis, second-in-command of a major division at the Labor Department, has become the head of Prudential Financial Inc.'s stable value business — sparking chatter that the insurer is gearing up for potential regulatory developments....

What happens to Medicare when you suspend Social Security bennies?

November 13, 2012

I received some great questions from InvestmentNews readers following my recent post on how to voluntarily suspend Social Security benefits once you reach your normal retirement age of 66 as a way to earn delayed retirement credits. Duane asked:...

Mulligan? How to undo a Social Security claiming decision

November 12, 2012

I received an interesting question the other day from a reader who had started collecting reduced Social Security benefits at age 62 and had banked all the benefits. Now that she is 65, she wondered if she could repay the money and apply for...

Women willing to ask for directions

November 11, 2012

The warning bells about America's pending retirement income crisis may be ringing loudest for women — the largest and least prepared group entering retirement. As a cohort, women tend to live longer, earn less and have less direct experience...

Stable-value-fund fee data elusive despite DOL regs

November 11, 2012

Despite mandated fee disclosures for 401(k) investments, plan sponsors and financial advisers are having a hard time comparing expense information for stable-value funds with those of guaranteed-rate products. In July, the Labor Department issued...

Get your (Social Security) tricks on Route 66

November 11, 2012

Married couples have the most flexibility in maximizing Social Security, but the rules about how and when to claim those benefits are very confusing. Financial advisers and their clients are intrigued by the idea that one spouse may be able...

Legg's plan for savings

November 11, 2012

To take advantage of football season, the Legg Mason Retirement Advisory Council has kicked off the First & Ten retirement savings program. First & Ten is Legg's latest effort in a series of projects intended to encourage people to sock away cash...

Pay attention to charitable IRA rollovers

November 11, 2012

ualified charitable distributions haven't yet been reinstated for this year, though Congress may do so, as it has in the past. QCDs are a tax benefit for charitably inclined individual retirement account owners or beneficiaries. The QCD provision...

Big VA seller puts the brakes on

November 9, 2012

Brokers got a surprise at the end of the day Thursday when Jackson National Life Insurance Co. announced it was nearing its 2012 limit for total variable annuity premium. The carrier said that it has about $1 billion left in remaining capacity...

Confirmed: Aviva seeks buyer for U.S. annuity and life ops

November 9, 2012

Aviva PLC is shopping its U.S. life and annuities business and is in talks with external parties on a deal. In statement released Thursday confirming that the company is for sale, Aviva chairman-designate John McFarlane mentioned no potential...

Low-cost long-term care? It's a southern thing

November 9, 2012

If you're looking for lower-cost long-term-care services, you might want to consider heading south. Southern and southwestern states featured the most affordable costs for a spectrum of LTC services, including nursing homes, assisted-living...

Estate tools in a low-interest climate: Use 'em or lose 'em

November 9, 2012

Financial professionals should be helping clients take more advantage of the nation's very low interest rates and help get growth outside of clients' estates, according to financial planner and tax adviser Robert Keebler. “We are not doing...

ING U.S. files for initial public offering as part of bailout deal

November 9, 2012

ING U.S. Inc., an insurance unit of the largest Dutch financial-services company, filed for an initial public offering as the parent company narrows its focus. Morgan Stanley (MS) and Goldman Sachs Group Inc. (GS) will lead the ING U.S. share...

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