Retirement Planning

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RETIREMENT PLANNING NOV 29, 2012
Ex-wives not X'd out of Social Security survivor benefits

Still subject to age and earnings cap limits; other restrictions may apply

By Mary Beth Franklin
Seeking fee boost, MetLife to run money for big investors
RETIREMENT PLANNING NOV 29, 2012
Seeking fee boost, MetLife to run money for big investors

Insurer to pull back from cash-heavy products like variable annuities

By Gregory Crawford
RETIREMENT PLANNING NOV 28, 2012
Remodeling as retirement planning

'Aging in place' is growing trend as retirees prefer to stay put.

By Gregory Crawford
IRS eases retirement loan procedures for Sandy victims
RETIREMENT PLANNING NOV 28, 2012
IRS eases retirement loan procedures for Sandy victims

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said.

By Liz Skinner
No fear factor as Roth IRA investors embrace risk
RETIREMENT PLANNING NOV 28, 2012
No fear factor as Roth IRA investors embrace risk

Sitting on far greater percentage of stocks than traditional IRA holders

By Darla Mercado
RETIREMENT PLANNING NOV 28, 2012
A better retirement withdrawal strategy — from the tax man

By Darla Mercado
RETIREMENT PLANNING NOV 25, 2012
Indexed annuities' new pals

Private-equity firms are raising their profile in the indexed-annuity space, worrying observers who fear they are taking greater risks in increasing market share.

By Darla Mercado
RETIREMENT PLANNING NOV 25, 2012
Updated Pru report out on Social Security strategies

By MFXFeeder
RETIREMENT PLANNING NOV 25, 2012
'Death put' lawyer pleads guilty to fraud charge

By Darla Mercado
RETIREMENT PLANNING NOV 25, 2012
Women's health care planning seen as pivotal

By Liz Skinner
RETIREMENT PLANNING NOV 21, 2012
Florida authorities convict seller of phony life insurance

By Darla Mercado
Mary Beth Franklin: Four costly Social Security mistakes
RETIREMENT PLANNING NOV 19, 2012
Mary Beth Franklin: Four costly Social Security mistakes

While some retirees are simply uniformed, others are dangerously misinformed.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 19, 2012
Does LTC insurance still make sense?

By MFXFeeder
RETIREMENT PLANNING NOV 19, 2012
Advisers express thanks for clients' patience and trust

Financial advisers are grateful this Thanksgiving for clients who have been calm and cool in the face of intense market volatility.

By Liz Skinner
RETIREMENT PLANNING NOV 18, 2012
No. 2 at EBSA moves to lead stable value at Prudential

By Darla Mercado
RETIREMENT PLANNING NOV 18, 2012
Undoing a decision to claim benefits

By MFXFeeder
RETIREMENT PLANNING NOV 18, 2012
MassMutual settles for $1.6M for insufficient VA disclosures

By Darla Mercado
RETIREMENT PLANNING NOV 18, 2012
Low-cost LTC? It's a Southern thing

By Darla Mercado
RETIREMENT PLANNING NOV 18, 2012
Ducking default, nontraded REIT sponsor cuts interest payments

By Bruce Kelly
RETIREMENT PLANNING NOV 16, 2012
Medical pros on the front line in fight against financial abuse of seniors

Medical pros say they can play a part but financial advisers have key role.

By Liz Skinner