Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING MAY 07, 2013
Fink says workers need mandatory savings for retirement

BlackRock CEO says employers should play key role in setting cash aside.

By Gregory Crawford
RETIREMENT PLANNING MAY 07, 2013
Forget the nest egg, savers expect to be in hock for $25K at retirement

Most in poll say they'll be carrying substantial debt load from mortgages, cars and credit cards

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Leading Social Security software seller comes down on price

SSanalyzer responds to competition and segmented market needs

By Mary Beth Franklin
RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

By Darla Mercado
RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

By Bruce Kelly
RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

By Darla Mercado
RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

By Darla Mercado
RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
RETIREMENT PLANNING MAY 03, 2013
More Americans giving up citizenship to dodge taxes

But financial advisers warn such moves could cost you more

By Liz Skinner
RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.

By Liz Skinner
RETIREMENT PLANNING MAY 02, 2013
Advisers affronted by "Frontline" piece

Reaction to documentary split along party lines -- rep or fiduciary.

By Darla Mercado
RETIREMENT PLANNING MAY 02, 2013
SEC halts trading in embattled LTCI seller

Penn Treaty's last financial statement filed in 2008; policyholders in limbo

By Darla Mercado
RETIREMENT PLANNING MAY 02, 2013
ING on a voyage to change its name, not its color

Insurer close to being spun off in an initial public offering; business to remain the same.

By Darla Mercado
RETIREMENT PLANNING MAY 01, 2013
Profits take the day as fewer employers match kick-ins to 401(k)s

Drop-off in companies making contributions to retirement plans; trend not 'abating anytime soon'

By Liz Skinner
RETIREMENT PLANNING MAY 01, 2013
Social Security rules define when a spouse is a spouse

There's no exception for the gray area of legally separated couples.

By Mary Beth Franklin
RETIREMENT PLANNING APR 29, 2013
Making Social Security claiming strategies a little easier

Software options vary by sophistication and price. Which is right for you?

By Janowski Davis
RETIREMENT PLANNING APR 29, 2013
Claiming Social Security, you're either married or not

Legaly separation doesn't change Uncle Sam's view of your status

By Mary Beth Franklin
RETIREMENT PLANNING APR 29, 2013
How long you're hitched makes big difference in Social Security payouts

Various rules apply for spouses, ex-spouses and survivors; did you expect anything different?

By Mary Beth Franklin