Retirement Planning

Displaying 8408 results
BondView to run the rule over muni bond funds
RETIREMENT PLANNING JUN 03, 2011
BondView to run the rule over muni bond funds

Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.

By Jessica Toonkel
Annuity fees a turnoff for clients and advisers
RETIREMENT PLANNING JUN 03, 2011
Annuity fees a turnoff for clients and advisers

Products are 'difficult to assess,' commission-based distribution seen as a problem

By Lavonne Kuykendall
Dear client: Your home is worth less than you think
RETIREMENT PLANNING MAY 31, 2011
Dear client: Your home is worth less than you think

Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.

By John Goff
American dream on life support as U.S. moves to 'rentership society'
RETIREMENT PLANNING MAY 31, 2011
American dream on life support as U.S. moves to 'rentership society'

Homeownership rate now below 60%; opportunity for real estate investors?

By John Goff
Most expensive state for mortgage closing? Fuhgettaboudit
RETIREMENT PLANNING MAY 31, 2011
Most expensive state for mortgage closing? Fuhgettaboudit

New York tops the list, according to latest data; average cost up, Dodd-Frank blamed

By John Goff
Jeter fan spurns $250K collectible, gives back milestone ball
RETIREMENT PLANNING MAY 31, 2011
Jeter fan spurns $250K collectible, gives back milestone ball

'Mr. Jeter deserved it,' said Christian Lopez, who snagged Yankees' 3,000 hit; a valuable piece of baseball history

By John Goff
Biggest quarterly sell-off of munis since 1995
RETIREMENT PLANNING MAY 31, 2011
Biggest quarterly sell-off of munis since 1995

Fund firms, individuals cut back dramatically on holdings of tax-exempt debt

By John Goff
RETIREMENT PLANNING MAY 31, 2011
GOP, Dems on surprising sides of means-testing clash

You had to figure the issue of means testing for entitlement programs would split Republicans and Democrats. And it has -- just not the way you'd think.

By John Goff
Where the world's wealthiest clients are — and will be
RETIREMENT PLANNING MAY 31, 2011
Where the world's wealthiest clients are — and will be

The cumulative wealth of the world's richest households will more than double, to $202 trillion over the next ten years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics.

By Bloomberg
March of the millionaires on the rise -- particularly in Singapore
RETIREMENT PLANNING MAY 25, 2011
March of the millionaires on the rise -- particularly in Singapore

City-state has highest percentage of millionaire households; China now No.3 in total number of millionaire households

By John Goff
RETIREMENT PLANNING MAY 25, 2011
Don't raid an IRA to pay for college

By MFXFeeder
RETIREMENT PLANNING MAY 22, 2011
The secrets of the top advisers

Gregory Vaughan has the demeanor of your favorite college professor — accessible, attentive and humble

By Andrew Osterland
Rollover funds go a-begging
RETIREMENT PLANNING MAY 22, 2011
Rollover funds go a-begging

Workers often leave 401(k) accounts with former employers for no good reason, survey finds; advisers missing a trick

By Lavonne Kuykendall
RETIREMENT PLANNING MAY 20, 2011
Berkshire Hathaway: Buy or sell?

Matthew McLennan (middle), portfolio manager at First Eagle Funds, and David J. Winters (right), manager of the Wintergreen Fund, sit down with WealthTrack's Consuelo Mack (left) at the Retirement Income Summit today in Chicago.

By Mark Bruno
RETIREMENT PLANNING MAY 20, 2011
AllianceBernstein loses DC veteran to Russell

Davies latest in a series of of top execs who've left the financial firm since CEO change in 2008

By Doug Cubberley
RETIREMENT PLANNING MAY 19, 2011
IRAs going under the microscope ─ are advisers prepared?

Jamey Delaplane, partner at law firm Davis &amp; Harman LLP, warned advisers in attendance at the <i>InvestmentNews</i> Retirement Income Summit that IRAs are likely to come under increased regulatory scrutiny.

By Mark Bruno
Banks butting heads with Vanguard, Fidelity in 401(k) scrum
RETIREMENT PLANNING MAY 19, 2011
Banks butting heads with Vanguard, Fidelity in 401(k) scrum

BofA, JPMorgan and Wells looking to horn in on retirement plan biz; could be good news for employees

By John Goff
RETIREMENT PLANNING MAY 19, 2011
B-Ds plead for DOL, SEC to team up on fiduciary rule

By Darla Mercado
This state's adviser-sold 529 plan rates highest once again
RETIREMENT PLANNING MAY 19, 2011
This state's adviser-sold 529 plan rates highest once again

A Colorado college savings plan gets top mark for 2010; rated No.1 for the past five quarters

By Liz Skinner
TD's Bradley: Rule to protect investors could cost them their IRAs
RETIREMENT PLANNING MAY 18, 2011
TD's Bradley: Rule to protect investors could cost them their IRAs

Unintended consequence of applying fiduciary standard could whack self-directed retirement accounts; DOL went 'a little bit too far'

By Liz Skinner