Retirement Planning

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RETIREMENT PLANNING JUN 27, 2010
Stuck in the middle

They're in their prime earning years, often saving for their kids' college education at the same time they're forced to support an aging parent (while, of course, trying to save for their own retirements, too.) In this exclusive <i>Lifestages</i> special report, <i>InvestmentNews</i> focuses on the middle years: 40 to 60.

By Mark Bruno
RETIREMENT PLANNING JUN 27, 2010
Adjusting to new retirement realities

THE SUN IS SETTING on the golden age of retirement. In Europe, where generous retirement benefits have been a bulwark of the postwar social compact, the realities of increased longevity and a bigger population

By MFXFeeder
RETIREMENT PLANNING JUN 25, 2010
DOL's 401(k) pitch strikes fear among financial advisers

The Department of Labor's unprecedented move to ask if 401(k) plan advice models should favor passively managed funds over actively managed ones has advisers alarmed that the choice of funds they can recommend to clients will be restricted.

By Jessica Toonkel Marquez
RETIREMENT PLANNING JUN 24, 2010
IN's Cooper: Why investors will rarely see the gorilla in the room

Rational markets? Hardly. In reality, humans tend to have a narrow focus -- often missing the obvious

By Bloomberg
Despite tough economy, advisers are still giving
RETIREMENT PLANNING JUN 24, 2010
Despite tough economy, advisers are still giving

As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.

By Lisa Shidler
RETIREMENT PLANNING JUN 23, 2010
What do you get for $75M? A 'poster child of overindulgence'

Listed as a &quot;monument to unparalleled success,&quot; the largest home for sale in the United States comes with plenty of space but no carpet, tiles or interior walls. It's up to the future buyer to finish it.

By Mark Bruno
RETIREMENT PLANNING JUN 23, 2010
Wealthy U.S. investors less optimistic than foreign peers: study

High-net-worth investors in the U.S. are more pessimistic about the economic recovery than wealthy individuals in many other nations, according to survey released today by Barclays Wealth.

By Hilary Johnson
RETIREMENT PLANNING JUN 22, 2010
Three 'must-have' conversations with middle-aged clients

By Mark Bruno
RETIREMENT PLANNING JUN 21, 2010
The middle years: Long-term care

There's no single solution for dealing with such a diverse age group. But in this clip from Digital Adviser2Adviser, we look at three key points to discuss with clients -- including long-term care.

By John Goff
RETIREMENT PLANNING JUN 20, 2010
TIAA-CREF's ex-wealth management boss heading for the exit

Maliz Beams, one of the highest- ranking women at TIAA-CREF, is leaving as part of a management reshuffling at the firm, which oversees $426 billion in retirement assets.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2010
Workers relying on 'guesswork' in managing retirement plans

Many go by 'gut feeling,' survey finds; most admit they're not saving enough for old age

By Jeff Benjamin
RETIREMENT PLANNING JUN 18, 2010
Pension industry to fight for retirement plan tax breaks: IN's Schoeff

PAC funding boosts ASPPA's clout on Capitol Hill; 'bigger voice'

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 18, 2010
Advisers could gain from small-business legislation

The passage of a bill that would permit in-plan Roth conversions and allow partial annuitization of annuity contracts could prove to be a boon for financial advisers.

By Darla Mercado
IN's Cooper: Those crazy French, er, Americans
RETIREMENT PLANNING JUN 18, 2010
IN's Cooper: Those crazy French, er, Americans

Mon dieu! When it comes to fiscal restraint, the U.S. is no better than France

By Evan Cooper
RETIREMENT PLANNING JUN 18, 2010
Insurers press U.S. to allow annuities in pension plans

It should be easier for employers to include annuities in their retirement plans because Americans are at risk of outliving their savings, an insurer told Labor and Treasury department officials today

By Bloomberg
Odds of a double-dip now at 40%, says NYU's Roubini
RETIREMENT PLANNING JUN 18, 2010
Odds of a double-dip now at 40%, says NYU's Roubini

Dr. Doom sees anemic growth in third quarter; 'stock markets could sharply correct'

By Bloomberg
Incite: Retiree 'Ponzi scheme' is $16 trillion short
RETIREMENT PLANNING JUN 18, 2010
Incite: Retiree 'Ponzi scheme' is $16 trillion short

Social Security just celebrated its 75th birthday. Economist Laurence Kotlikoff says it's time to retire the cash-strapped pension plan -- or face disastrous results.

By Bloomberg
RETIREMENT PLANNING JUN 18, 2010
Approaching retirement, boomers still tied up in some riskier bets

Baby boomers approaching retirement may be nervous about outliving their savings &#8212; but they continue to keep most of their money in riskier investments.

By Darla Mercado
RETIREMENT PLANNING JUN 18, 2010
BofA Merrill Lynch beefs up retirement biz with Fidelity hires

Linton, Ulian jump to Bank of America; 'organizational shift in mindset'

By Bloomberg
Are index-linked CDs a sucker bet?
RETIREMENT PLANNING JUN 18, 2010
Are index-linked CDs a sucker bet?

Investors seeking the safety of government-insured certificates of deposit and a chance to profit from market rallies may end up earning nothing and owing taxes for their efforts.

By Bloomberg