Retirement Planning

Displaying 8408 results
MassMutual sets 7% payout for '13, showing up fixed income
RETIREMENT PLANNING NOV 15, 2012
MassMutual sets 7% payout for '13, showing up fixed income

Move shows there's nothing plain about whole-life amid low rate environment.

By Darla Mercado
Life insurance — not annuities — is the next area for growth: Insurance execs
RETIREMENT PLANNING NOV 15, 2012
Life insurance — not annuities — is the next area for growth: Insurance execs

Fixed annuities squeezed by low rates; waning appetite for VA biz

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2012
Rashomon? Clients and their children have different vision of parents' retirement

Survey suggests advisers should hold discussions with both camps; few do

By Liz Skinner
What happens to Medicare when you suspend Social Security bennies?
RETIREMENT PLANNING NOV 14, 2012
What happens to Medicare when you suspend Social Security bennies?

You don't lose your health care coverage -- unless you opt out.

By Mary Beth Franklin
Mulligan? How to undo a Social Security claiming decision
RETIREMENT PLANNING NOV 14, 2012
Mulligan? How to undo a Social Security claiming decision

Although the payback option is limited, there are still ways to boost benefits

By Mary Beth Franklin
RETIREMENT PLANNING NOV 13, 2012
Stable-value-fund fee data elusive despite DOL regs

By Darla Mercado
RETIREMENT PLANNING NOV 13, 2012
Mary Beth Franklin: Get your (Social Security) tricks on Route 66

One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits

By Mary Beth Franklin
Retirees take some lumps from lump-sum offers
RETIREMENT PLANNING NOV 12, 2012
Retirees take some lumps from lump-sum offers

Former employees tempted by penion buyout offers, but most better off with income stream

By Mary Beth Franklin
Does Pru's hiring of DOL big signal reg changes for stable value?
RETIREMENT PLANNING NOV 11, 2012
Does Pru's hiring of DOL big signal reg changes for stable value?

ERISA lawyers say recruitment of Davis suggests insurer could be prepping for new rules

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2012
Get your (Social Security) tricks on Route 66

By MFXFeeder
RETIREMENT PLANNING NOV 11, 2012
Legg's plan for savings

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2012
Women willing to ask for directions

By MFXFeeder
RETIREMENT PLANNING NOV 09, 2012
Does The Hartford's VA buyout offer make sense for clients?

Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Health care cost estimates are crucial to retirement income planning

By Mary Beth Franklin
RETIREMENT PLANNING NOV 09, 2012
ING launches lifetime income practice management program

Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients

By Mary Beth Franklin
RETIREMENT PLANNING NOV 09, 2012
'Slap' to reps as Jackson National cuts VA features on short notice

Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Bizarre life settlement drama in Texas nearing an end

Investors to get their money back — in ten years or so

By Darla Mercado
RETIREMENT PLANNING NOV 09, 2012
Choli rollers: Aviva to settle charges in alleged church insurance scam

Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left

By Darla Mercado
With VA bennies being jettisoned, customers hop on indexed annuities
RETIREMENT PLANNING NOV 09, 2012
With VA bennies being jettisoned, customers hop on indexed annuities

Search for guaranteed income boosts sales; rising stock market fails to lift VAs

By Darla Mercado
Estate tools in a low-interest climate: Use 'em or lose 'em
RETIREMENT PLANNING NOV 08, 2012
Estate tools in a low-interest climate: Use 'em or lose 'em

Different trusts benefit from puny rates, tax adviser says; 'lock those in now'

By Liz Skinner