Retirement Planning

Displaying 8302 results
RETIREMENT PLANNING SEP 10, 2012
Romney, Ryan continue to dance around tax plan details

GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.

By Mark Schoeff Jr.
Facing possible estate tax, investors stick to sidelines
RETIREMENT PLANNING SEP 09, 2012
Facing possible estate tax, investors stick to sidelines

Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million

By Darla Mercado
RETIREMENT PLANNING SEP 09, 2012
$400M sale to let Hartford retire from retirement biz

By JKEPHART
RETIREMENT PLANNING SEP 09, 2012
Retiring south of the border

By MFXFeeder
RETIREMENT PLANNING SEP 09, 2012
$3B acquisition of REIT sets 'speed record'

By Jeff Benjamin
RETIREMENT PLANNING SEP 09, 2012
Celeb strategist with national radio show misled prospective clients, SEC says

By Liz Skinner
RETIREMENT PLANNING SEP 09, 2012
Help clients determine best age to retire using checklist

By Mary Beth Franklin
RETIREMENT PLANNING SEP 06, 2012
Working longer no lock for comfortable retirement

Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.

By Darla Mercado
Secret weapon for maxing out Social Security? Your spouse
RETIREMENT PLANNING SEP 06, 2012
Secret weapon for maxing out Social Security? Your spouse

With the right elections, married couples can dramatically up their payouts

By Mary Beth Franklin
RETIREMENT PLANNING SEP 06, 2012
Genworth latest to rein in LTC insurance offerings

By Darla Mercado
RETIREMENT PLANNING SEP 05, 2012
Hartford pressured to cash out VA holders

By Bloomberg
The Hartford would take its lumps in cashing out VA holders
RETIREMENT PLANNING SEP 05, 2012
The Hartford would take its lumps in cashing out VA holders

Major upfront expense needed to get out from under 'ungodly' liabilities

By John Goff
How you can collect on your ex
RETIREMENT PLANNING SEP 04, 2012
How you can collect on your ex

Answers to some questions about Social Security claiming strategies for divorced spouses.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 02, 2012
Advisers blow Social Security benefits quiz

By MFXFeeder
RETIREMENT PLANNING SEP 02, 2012
LPL premieres video that explains VAs without hard sell

By Darla Mercado
RETIREMENT PLANNING AUG 31, 2012
Mary Beth Franklin: The secrets of successful savers

New survey reveals how prudent planners go about reaching their retirement goals

By Mary Beth Franklin
RETIREMENT PLANNING AUG 29, 2012
DIY Social Security? Even GOP has given up

By AOSTERLAND
B-Ds struggle with lost revenue amid VA cuts
RETIREMENT PLANNING AUG 29, 2012
B-Ds struggle with lost revenue amid VA cuts

Tumult on the variable annuity scene is dampening sales at broker-dealers, raising some concerns about the impact on revenue.

By Darla Mercado
RETIREMENT PLANNING AUG 28, 2012
Nontraded REITs lose their luster

By Bruce Kelly
RETIREMENT PLANNING AUG 28, 2012
It's not too late to boost Social Security benefits

Can someone who collects reduced retirement benefits early, say at 62, suspend his benefits later and still earn delayed retirement credits? The answer is yes.

By Mary Beth Franklin