Retirement Planning

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RETIREMENT PLANNING NOV 21, 2011
529 plan wrinkle aims to reduce worry lines of savers

Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.

By Liz Skinner
RETIREMENT PLANNING NOV 18, 2011
Agents fleeced Aviva in church insurance scheme, suit claims

Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries

By Darla Mercado
Obama tuition plan could get students sacked by bursars
RETIREMENT PLANNING NOV 17, 2011
Obama tuition plan could get students sacked by bursars

Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'

By John Goff
State halts sales of underwater college savings plan
RETIREMENT PLANNING NOV 17, 2011
State halts sales of underwater college savings plan

Illinois stops accepting new participants due to gap in funding

By Steve Daniels
RETIREMENT PLANNING NOV 17, 2011
Savers 86ing 529 contributions

College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited

By John Goff
Baby boomers ill-informed about Medicare: Survey
RETIREMENT PLANNING NOV 17, 2011
Baby boomers ill-informed about Medicare: Survey

Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.

By Lavonne Kuykendall
One-third of employers may drop health plans
RETIREMENT PLANNING NOV 17, 2011
One-third of employers may drop health plans

Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.

By Doug Cubberley
RETIREMENT PLANNING NOV 16, 2011
Americans staying put, but those who move heading to no-tax states

The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110915&amp;Category=FREE&amp;ArtNo=915009999&amp;Ref=PH&amp;Params=Itemnr=1>States with the highest tax rates &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 16, 2011
Adviser draws on creativity to illustrate financial concepts

It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that

By Lavonne Kuykendall
RETIREMENT PLANNING NOV 15, 2011
Bottom of the class

Paying for college is a big load for clients.To ease the burden, many enroll in 529 plans. But not all 529s are created equal. Here are the states with the worst college-savings plans. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>Penn State the most expensive public university &amp;raquo;</a> | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110630&amp;Kategori=FREE&amp;Lopenr=630009999&amp;Ref=PH>The 10 priciest private colleges &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 14, 2011
Throwing it all away

For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111109&amp;Category=FREE&amp;ArtNo=110909910&amp;Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING NOV 13, 2011
Special report: The 2011 InvestmentNews/Moss Adams Staffing & Compensation Study

By Mark Bruno
RETIREMENT PLANNING NOV 11, 2011
Saying 'I do' to prenup money advice

Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.

By Lavonne Kuykendall
Stressed BofA, Citi may have to rethink dividend plans
RETIREMENT PLANNING NOV 10, 2011
Stressed BofA, Citi may have to rethink dividend plans

Fed's tougher capital tests could throw a spanner into the works for buybacks as well

By John Goff
Wealth managers demanding — and getting — huge salaries in Asia
RETIREMENT PLANNING NOV 10, 2011
Wealth managers demanding — and getting — huge salaries in Asia

Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table

By John Goff
Thanks to economy, 80 — yes, 80 — is the new 65
RETIREMENT PLANNING NOV 09, 2011
Thanks to economy, 80 — yes, 80 — is the new 65

Survey shows many workers will have to stay on the job years longer before they can afford to retire

By John Goff
Despite earlier predictions, no pall at all over muni market
RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

By Jeff Benjamin
J.P. Morgan replacing retirement plan fund menu with portfolios
RETIREMENT PLANNING NOV 08, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios

New approach divides fund offerings into a trio of goal-based portfolios

By Darla Mercado
GOP now talking taxes, but Dems say they're talking through their hats
RETIREMENT PLANNING NOV 08, 2011
GOP now talking taxes, but Dems say they're talking through their hats

Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention

By John Goff
RETIREMENT PLANNING NOV 08, 2011
&lt;font color=red&gt;FPA Convention &lt;/font&gt;What's the right age to take Social Security?

If the drawdown of assets is done properly, it's best to delay taking that government check.

By Bloomberg