Retirement Planning

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RETIREMENT PLANNING APR 02, 2012
Clients want alts in their IRAs — but advisers' hands are tied

Demand for alternative investments is on the rise, with clients eager to funnel money into real estate, private placements and hedge funds. But with nagging custody issues, plus regulatory warnings, few advisers can meet the growing number of requests.

By Darla Mercado
Without housing revival, recovery lacks foundation: Fed adviser
RETIREMENT PLANNING MAR 30, 2012
Without housing revival, recovery lacks foundation: Fed adviser

Pall over property market a drag on economy, says William Strauss

By Jeff Benjamin
IRAs suddenly of great interest to Washington
RETIREMENT PLANNING MAR 29, 2012
IRAs suddenly of great interest to Washington

Two new measures targeting the accounts introduced in the past week; source of savings, source of tax revenue

By Liz Skinner
Baucus' targeting of stretch IRAs a reach, say critics
RETIREMENT PLANNING MAR 29, 2012
Baucus' targeting of stretch IRAs a reach, say critics

Claim plan to rejigger taxes on inherited accounts could hurt savers with older spouses; 'a nonstarter'

By John Goff
Newest NBA rule: Players must provide their own (safety) net
RETIREMENT PLANNING MAR 28, 2012
Newest NBA rule: Players must provide their own (safety) net

Financial troubles of retired players sees union, league set up mandatory retirement savings plan

By John Goff
Indie B-D reps flocking to fixed indexed annuities
RETIREMENT PLANNING MAR 27, 2012
Indie B-D reps flocking to fixed indexed annuities

Fixed indexed annuities were a hot product among independent broker-dealer reps last year as clients sought a safe-money alternative to CDs, made virtually worthless by low interest rates.

By Bloomberg
RETIREMENT PLANNING MAR 27, 2012
The 25 largest variable annuity providers

By Mark Bruno
RETIREMENT PLANNING MAR 26, 2012
'Demographic bust' will lead to lower returns across major asset classes

By Bloomberg
RETIREMENT PLANNING MAR 25, 2012
Special report: Retirement income

What financial advisers need to know about building retirement income plans for their clients.

By Paul Menchaca
RETIREMENT PLANNING MAR 25, 2012
Buckets vs. systematic withdrawals

By Mary Beth Franklin
RETIREMENT PLANNING MAR 25, 2012
Retirement planning's tough choices

By LKUYKENDALL
The Hartford does 'something drastic,' will exit annuity and life insurance businesses
RETIREMENT PLANNING MAR 25, 2012
The Hartford does 'something drastic,' will exit annuity and life insurance businesses

Venerable insurer makes dramatic move amid pressure from shareholder John Paulson

By John Goff
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
RETIREMENT PLANNING MAR 23, 2012
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package

But still no specific timetable for issuance of revised rule

By Darla Mercado
'Transformative events' shape client's financial thinking, survey finds
RETIREMENT PLANNING MAR 23, 2012
'Transformative events' shape client's financial thinking, survey finds

Upper-middle class more worried about life's big moments than the next 12 months

By Jeff Benjamin
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com
RETIREMENT PLANNING MAR 23, 2012
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com

With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.

By IN Staff
RIA NEWS MAR 21, 2012
Breaking up is hard to do - especially with annuities

By Darla Mercado
RETIREMENT PLANNING MAR 21, 2012
The top 25 sellers of variable annuities

Participating issuers, ranked by sales

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
The top 25 variable annuity providers through independent B-Ds

Top participating issuers of VAs

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
Longevity insurance promising - but higher rates would help

By Darla Mercado
Will BAML's new fiduciary service make big contribution to its DC business?
RETIREMENT PLANNING MAR 20, 2012
Will BAML's new fiduciary service make big contribution to its DC business?

Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers

By Darla Mercado