Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING SEP 08, 2013
Rethinking life insurance for gays

By Darla Mercado
RETIREMENT PLANNING SEP 06, 2013
The Hartford pulls back on VA pullback — in some states

In a few states, the Hartford has informed some clients they can keep their existing investment options. Which ones? Darla Mercado has the details.

By Darla Mercado
RETIREMENT PLANNING SEP 06, 2013
VA squeezes under scrutiny from regulators

Regulators are worried that life insurers are taking advantage of vague variable annuity contract language and are doing something about it. Darla Mercado explains.

By Darla Mercado
RETIREMENT PLANNING SEP 05, 2013
Legally-married same-sex couples get retirement boost from DOL

Defined as spouses for benefits; based on where married, not where living.

By Darla Mercado
RETIREMENT PLANNING SEP 05, 2013
Retirement benefits no longer at risk for same-sex couples

Labor Dept. ruling a boost for employers, retirement plan sponsors, 401(k) service providers.

By Darla Mercado
RETIREMENT PLANNING SEP 05, 2013
Stop borrowing from your 401(k) to fund your business

Why dipping into your retirement savings raises the stakes

By Marine Cole
RETIREMENT PLANNING SEP 05, 2013
You may get just one chance to claim Social Security benefits

But your spouse can sometimes step up to a larger benefit later

By Mary Beth Franklin
RETIREMENT PLANNING SEP 05, 2013
Drastic tax changes for married gay couples

Filing joint returns could make it easier to inherit money tax-free

By Darla Mercado
RETIREMENT PLANNING SEP 05, 2013
Higher earnings limit applies in the year worker reaches 66

Social Security earnings cap disappears at full retirement age.

By Mary Beth Franklin
OPINION SEP 05, 2013
Social Security spousal benefits don't earn delayed retirement credits

By Mary Beth Franklin
RETIREMENT PLANNING SEP 05, 2013
Don't be fooled by Social Security benefits estimates

By Mary Beth Franklin
RETIREMENT PLANNING SEP 05, 2013
B-Ds taking a break from nontraded REITs

Despite strong sales, concerns over due diligence, overconcentration rise.

By Gregory Crawford
RETIREMENT PLANNING SEP 05, 2013
Tips for attracting younger investors

By MFXFeeder
RETIREMENT PLANNING SEP 04, 2013
Can you spot financial fraud?

New report shows investors find outsized return pitches "appealing"

By Michael Shagrin
RETIREMENT PLANNING SEP 04, 2013
Higher earnings limit applies at 66

By Mary Beth Franklin
RETIREMENT PLANNING SEP 04, 2013
The when, who and how of creative Social Security strategies

When file and suspend makes sense — and when it doesn't

By Mary Beth Franklin
RETIREMENT PLANNING SEP 03, 2013
Small-biz retirement plan options launched by Genworth

Firm seeks to help advisers working with business owners.

By Michael Shagrin
RETIREMENT PLANNING SEP 03, 2013
Why 66 is the magic retirement age

Retiring earlier could result in a 25% haircut to your Social Security

By Michael Shagrin
RETIREMENT PLANNING SEP 03, 2013
Is life insurance a top priority for your family?

Parents more willing to talk drugs than insurance, survey shows

By lkonish
RETIREMENT PLANNING SEP 01, 2013
Bumpy road ahead

Health insurance exchanges are drawing enthusiasm and consternation from advisers. Darla Mercado sorts out the confusion. <i>(Plus: <a href=&quot;http://www.investmentnews.com/healthcare&quot;>All you need to know about the new health care laws</a>)</i>

By Darla Mercado