Retirement

Displaying 11709 results
RETIREMENT PLANNING JUN 17, 2012
Nontraded REITs feel heat despite sales

By Bruce Kelly
RETIREMENT PLANNING JUN 17, 2012
Carriers bet on life insurance in place of annuities

By Darla Mercado
Is Medicare the next frontier for financial advice?
RETIREMENT PLANNING JUN 15, 2012
Is Medicare the next frontier for financial advice?

Expertise in government medical plan will boost an adviser's business, help retain clients, surveys show

By Mary Beth Franklin
Mary Beth Franklin reveals the magic number for claiming Social Security
RETIREMENT PLANNING JUN 15, 2012
Mary Beth Franklin reveals the magic number for claiming Social Security

Secret to getting the most money from Uncle Sam is like the secret of comedy: Timing

By Darla Mercado
CPAs seek estate tax certainty from Congress
RIAS JUN 14, 2012
CPAs seek estate tax certainty from Congress

CPAs say uncertainty impedes proper estate planning, places undue burden on taxpayers

By Liz Skinner
RIAS JUN 14, 2012
VA sales slow in 2012 as insurers leave the space

By Darla Mercado
TAX JUN 13, 2012
Are incentive fees coming to funds?

By MFXFeeder
80 the new 65? Retirement age needs radical adjustment, says AIG boss
RETIREMENT PLANNING JUN 12, 2012
80 the new 65? Retirement age needs radical adjustment, says AIG boss

AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.

By John Goff
RETIREMENT PLANNING JUN 12, 2012
Dilemma for Ford retirees: Monthly check or lump sum?

By Darla Mercado
Goldman retirement exec joins J.P. Morgan Retirement Plan Services
RETIREMENT PLANNING JUN 11, 2012
Goldman retirement exec joins J.P. Morgan Retirement Plan Services

Bill McDermott, head of defined contribution at Goldman Sachs, to lead sales at J.P. Morgan unit

By Darla Mercado
RETIREMENT PLANNING JUN 11, 2012
Tax-wise ways to draw down IRAs and 401(k)s

By MFXFeeder
U.S. Senate's Baucus sees opportunity to reshape tax code
TAX JUN 10, 2012
U.S. Senate's Baucus sees opportunity to reshape tax code

'Out of control' tax code needs to be updated for this century: Senator Max Baucus

By Doug Cubberley
Indexed annuities boast strong 1Q
RETIREMENT PLANNING JUN 10, 2012
Indexed annuities boast strong 1Q

By Darla Mercado
RETIREMENT PLANNING JUN 10, 2012
A shift to retirement readiness occurring in 401(k) plans

By MFXFeeder
RETIREMENT PLANNING JUN 08, 2012
Health becoming new focus of wealth

By MFXFeeder
Wells Fargo latest to offer fee-based VAs
RETIREMENT PLANNING JUN 06, 2012
Wells Fargo latest to offer fee-based VAs

Firm joins the likes of LPL Financial, Commonwealth and Royal Alliance

By Darla Mercado
Axa looks to terminate 'costly' VA death benefits with swap deal
RETIREMENT PLANNING JUN 06, 2012
Axa looks to terminate 'costly' VA death benefits with swap deal

Axa aims to offer VA policyholders a hike in account value if they agree to cancel a generous death benefit. If the plan works, expect other insurers to follow suit. Says one industry watcher: 'The floodgates will open.'

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2012
Planning ahead for digital remains

By Liz Skinner
RETIREMENT PLANNING JUN 06, 2012
MetLife trims VA offerings

By Darla Mercado
RETIREMENT PLANNING JUN 06, 2012
Annuities fell in 1Q; indexed up

By Darla Mercado