Retirement

Displaying 11712 results
RETIREMENT PLANNING OCT 09, 2012
Study says VA opportunities remain for lower-profile carriers

Though variable annuity sales continue to be dominated by a few big companies, lower-profile carriers may seek opportunities in product innovation and new distribution channels.

By Darla Mercado
RETIREMENT PLANNING OCT 08, 2012
Vets' annuities draw scrutiny

By Darla Mercado
Waiting for ... retirement
RETIREMENT PLANNING OCT 07, 2012
Waiting for ... retirement

Thirst for immediate gratification can take six-figure toll in retirement

By Gregory Crawford
RETIREMENT PLANNING OCT 07, 2012
A journey to the land of lower expectations

By James Moore
RETIREMENT PLANNING OCT 07, 2012
Allianz bumps rates on Income Protector

By Darla Mercado
RETIREMENT PLANNING OCT 07, 2012
Advisers tread lightly when talking with clients about LTC

By Darla Mercado
RETIREMENT PLANNING OCT 07, 2012
Something new to insure against: Longevity

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 07, 2012
The Hartford makes 180-degree turn with reorganization

By Darla Mercado
TAX OCT 05, 2012
Romney's 'I dig it' trust sealed his 14% tax rate

By Bloomberg
Romney tax plan could gut middle-class deductions
RIAS OCT 04, 2012
Romney tax plan could gut middle-class deductions

Homeowners in high-tax states likely to be snared by $17K cap; 'another layer of complexity'

By John Goff
Don't jump off the fiscal cliff, says tax expert
RIAS OCT 04, 2012
Don't jump off the fiscal cliff, says tax expert

By Mark Schoeff Jr.
Tax hit from fiscal cliff a real doozie
RETIREMENT PLANNING OCT 04, 2012
Tax hit from fiscal cliff a real doozie

Think tank projects tax hike of $3,500 per household

By Mary Beth Franklin
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate
RIAS OCT 04, 2012
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate

Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free — and lower what he paid to the IRS. Here's how it works.

By John Goff
RETIREMENT PLANNING OCT 04, 2012
Will pension plans stage a comeback?

A looming retirement crisis prompts a rethink about DB and DC models

By Mary Beth Franklin
RETIREMENT PLANNING OCT 03, 2012
Advisers can help with Medicare

By MFXFeeder
Allianz Life to raise roll-up rates on VA rider
RETIREMENT PLANNING OCT 02, 2012
Allianz Life to raise roll-up rates on VA rider

By Darla Mercado
Surprise! Big insurer launches new VA
RETIREMENT PLANNING OCT 02, 2012
Surprise! Big insurer launches new VA

New York Life going where other carriers fear to tread; risk management key

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2012
Adviser opening: Covering retirees

By Darla Mercado
LPL looks to goose VA sales
RETIREMENT PLANNING OCT 02, 2012
LPL looks to goose VA sales

Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business

By Darla Mercado
RETIREMENT PLANNING OCT 01, 2012
Why LTC insurance is a better bet for women

Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients

By Liz Skinner