Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner
RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

By Darla Mercado
RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

By Mary Beth Franklin
RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 20, 2013
Most retirees get only one chance to claim Social Security benefits

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

By Mary Beth Franklin
RETIREMENT PLANNING SEP 19, 2013
Keep your retirement dream from going up in smoke

Learn the tricks financial advisers use to help clients achieve their retirement dreams

By Marine Cole
RETIREMENT PLANNING SEP 19, 2013
Drastic changes to tax and estate planning for same-sex couples

Advisers should revisit estate-planning techniques now that the Treasury Department and the IRS recognize same-sex marriages for federal tax purposes. How will this impact your clients?

By Darla Mercado
RETIREMENT PLANNING SEP 18, 2013
Overseas accounts come under new scrutiny

How a new tax law could affect your retirement funds

By lkonish
RETIREMENT PLANNING SEP 17, 2013
Would you flunk this financial planning test?

Many Americans fail to document budgets, plan for emergencies, study shows

By Trevor Hunnicutt
RETIREMENT PLANNING SEP 17, 2013
N.Y. insurance chief knocks life insurers for cutting capital reserves

Lawsky says companies operating in the state can't use modified model to calculate cushion.

By Darla Mercado
RETIREMENT PLANNING SEP 17, 2013
Preparing retirees for QE tapering

By MFXFeeder
RETIREMENT PLANNING SEP 17, 2013
Risk altered as private equity moves into insurance

By Bloomberg
RETIREMENT PLANNING SEP 16, 2013
Prepare now for looming investment income tax

There's still time to strategize to minimize impact; trusts likely to feel the brunt

By Darla Mercado
RETIREMENT PLANNING SEP 16, 2013
When are children eligible for Social Security?

Don't miss out on benefits one expert calls “the Viagra college fund"

By Mary Beth Franklin
RETIREMENT PLANNING SEP 15, 2013
Don't blame the custodian for IRS levies

By MFXFeeder
RETIREMENT PLANNING SEP 15, 2013
Mark Cortazzo: "There were some very tough conversations"

By MFXFeeder
Average 401(k) account balances nearly double since crisis
RETIREMENT PLANNING SEP 12, 2013
Average 401(k) account balances nearly double since crisis

ICI chief Stevens says assumption that 401(k) plans aren't working is wrong.

By Barry B. Burr
RETIREMENT PLANNING SEP 12, 2013
Steps you need to take now to protect your digital assets

Don't leave your loved ones without access to your funds

By Stan Luxenberg