Retirement Planning

Displaying 8355 results
RETIREMENT PLANNING NOV 20, 2013
Missouri recognizes same-sex marriage exclusively for tax purposes

Don't celebrate just yet: financial planning pitfalls still abound

By Darla Mercado
RETIREMENT PLANNING NOV 19, 2013
Gay and lesbian investors still not working with financial advisers

Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance

By Trevor Hunnicutt
RETIREMENT PLANNING NOV 19, 2013
Online account only way to access benefit data

By Mary Beth Franklin
RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

By Darla Mercado
EQUITIES NOV 14, 2013
The ultimate Obamacare investment play?

Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?

By Gregory Crawford
RETIREMENT PLANNING NOV 14, 2013
Advisers have big role helping plan Social Security benefits

Pension expert Mitchell calls program "best deal going."

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
Prepare for options and taxes in health law

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

By Michael Shagrin
RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
It must be May in VA-land: Payout cuts, price hikes, new products

Markets on the upswing, low rates and risk management front and center for insurers.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
Lincoln National joins variable annuity tweakers

After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.

By Darla Mercado
EQUITIES NOV 13, 2013
Chinese markets embrace a blueprint for economic reform

China's economic reform blueprint stokes markets. Plus: Strategies for early retirement, how Tim Geithner is getting really rich, the bleeding edge of biotech, and women flood the U.S. labor market. Expertly curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
RETIREMENT PLANNING NOV 13, 2013
Life insurers strike back at regulator's claim on cash reserves

ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2013
Low interest rates threaten universal life insurance policies

Universal life policies sold in the '80s and '90s are at risk of lapsing, causing problems for clients and advisers.

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2013
When working longer is the best option

Preparedness may mean staying on the job, but burned-out clients need an incentive.

By Jamie Patrick Hopkins and David Littell
RETIREMENT PLANNING NOV 10, 2013
Portability election emerges as new locus of estate planning

Despite a permanent tax exemption, investors of all sizes have issues to consider

By Darla Mercado
RETIREMENT PLANNING NOV 08, 2013
MassMutual employees file suit against employer over management of 401(k)

The complaint alleges self-dealing, excessive fees in managing the $1 billion plan.

By James Comtois
RETIREMENT PLANNING NOV 07, 2013
Obama threatens to veto bill to delay DOL fiduciary-duty rule for retirement accounts

President Barack Obama has threatened to veto a bill that would halt -- or possibly kill -- a Labor Department regulation designed to strengthen investment advice standards for retirement plans. The bill would prohibit the DOL from proposing its regulation until 60 days after the Securities and Exchange Commission has finalized a similar rule to raise standards for brokers providing retail investment advice.

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 07, 2013
10 questions to measure health care expenses

By Mary Beth Franklin