Retirement Planning

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Are your tax-free munis legit? The IRS wants to know
RETIREMENT PLANNING SEP 23, 2011
Are your tax-free munis legit? The IRS wants to know

Agency to begin collecting data on municipal bonds from MSRB; has authority to nix tax break

By John Goff
Investors on Buffett rule: Go ahead, soak the rich
RETIREMENT PLANNING SEP 23, 2011
Investors on Buffett rule: Go ahead, soak the rich

A new poll shows that financial services insiders overwhelmingly support the Buffett Rule, which would require the wealthy to pay at least the same tax rate as middle-class earners | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110923&amp;Category=FREE&amp;ArtNo=923009997&amp;Ref=PH>What advisers need to know about Bam's tax plan</a>

By Bloomberg
RETIREMENT PLANNING SEP 23, 2011
Whitney's flood of muni defaults more like a drip

By John Goff
New group to go to bat for retirement plan advisers
RETIREMENT PLANNING SEP 23, 2011
New group to go to bat for retirement plan advisers

Among other things, NAPA to fight to keep tax breaks for retirement savings

By Mark Schoeff Jr.
Bet on Bernanke producing 'monster' gains
RETIREMENT PLANNING SEP 23, 2011
Bet on Bernanke producing 'monster' gains

Ten-year Treasuries up 28% this year as fed head has managed to keep consumer prices in check

By John Goff
RETIREMENT PLANNING SEP 23, 2011
Market skid may prompt Roth IRA 'do-overs'

Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a &#8220;do-over&#8221; and re-characterize their account by the deadline date

By Lavonne Kuykendall
North America loaded with superwealthy — but Asia catching up
RETIREMENT PLANNING SEP 22, 2011
North America loaded with superwealthy — but Asia catching up

Three states still have more UHNW individuals than China and India combined; Asia should pass North America by in 2032

By John Goff
RETIREMENT PLANNING SEP 22, 2011
Regulators warn about self-directed IRAs

SEC, NASA say number of complaints on the rise; $94B in accounts

By Darla Mercado
MSRB floats tough new rules for advisers in the muni market
RETIREMENT PLANNING SEP 22, 2011
MSRB floats tough new rules for advisers in the muni market

Regulator aims to impose fiduciary standard, compensation limits in bid to eliminate conflicts of interest

By Liz Skinner
Alarming number of boomers exhausted savings during recession
RETIREMENT PLANNING SEP 20, 2011
Alarming number of boomers exhausted savings during recession

Older Americans also took Social Security earlier, with diminished payouts; 'profound impact on adults'

By Liz Skinner
RETIREMENT PLANNING SEP 20, 2011
Top money managers of family office assets

Ranked by 2010 assets under management

By dsouthwood
RETIREMENT PLANNING SEP 20, 2011
Top money managers of high-net-worth assets*

Ranked by 2010 assets under management

By dsouthwood
BlackRock takes aim at Vanguard, Fidelity with indexed target date funds
RETIREMENT PLANNING SEP 20, 2011
BlackRock takes aim at Vanguard, Fidelity with indexed target date funds

Asset manager launches mutual fund suite for 401(k) funds

By Darla Mercado
Retirement tax proposal could endanger 401(k)s
RETIREMENT PLANNING SEP 19, 2011
Retirement tax proposal could endanger 401(k)s

A Brookings Institution proposal would take away Americans' variable tax breaks on retirement contributions in exchange for a flat tax credit to be deposited automatically into the saver's account.

By Bloomberg
RETIREMENT PLANNING SEP 19, 2011
ERISA expert to plan advisers: Don't shy from offering affiliated funds from service providers

Offering a record keeper's funds does not lead to a violation of fiduciary duty, Reish says

By Darla Mercado
RETIREMENT PLANNING SEP 18, 2011
New public list catalogs $1 million donors

A new online database allows donors and advisers to search for donations of $1 million or more

By Liz Skinner
RETIREMENT PLANNING SEP 16, 2011
States with the highest tax rates

By John Goff
UBS, Morgan Stanley subpoenaed over reverse convertibles
RETIREMENT PLANNING SEP 16, 2011
UBS, Morgan Stanley subpoenaed over reverse convertibles

Georgia requested information from UBS, Morgan Stanley and Ameriprise Financial in its probe over whether the firms broke the state's securities laws in sales of structured notes called reverse convertibles.

By Doug Cubberley
RETIREMENT PLANNING SEP 16, 2011
A fiduciary field guide

By Davis Janowski
Obama signs law banning tax strategy patents
RETIREMENT PLANNING SEP 15, 2011
Obama signs law banning tax strategy patents

President Obama made the lives of advisers, accountants and taxpayers easier today by removing the burden of having to get permission to use trademarked tax strategies.

By Mark Schoeff Jr.