Retirement

Displaying 11711 results
Buffett's NetJets countersued by U.S. for unpaid taxes
RIAS MAR 26, 2012
Buffett's NetJets countersued by U.S. for unpaid taxes

The government has countersued NetJets Inc., owned by Warren Buffett's Berkshire Hathaway Inc., after the company filed suit over $642.7 in taxes, interest and penalties it says it doesn't owe.

By Doug Cubberley
RETIREMENT PLANNING MAR 26, 2012
'Demographic bust' will lead to lower returns across major asset classes

By Bloomberg
RETIREMENT PLANNING MAR 25, 2012
Special report: Retirement income

What financial advisers need to know about building retirement income plans for their clients.

By Paul Menchaca
RETIREMENT PLANNING MAR 25, 2012
Buckets vs. systematic withdrawals

By Mary Beth Franklin
RETIREMENT PLANNING MAR 25, 2012
Retirement planning's tough choices

By LKUYKENDALL
The Hartford does 'something drastic,' will exit annuity and life insurance businesses
RETIREMENT PLANNING MAR 25, 2012
The Hartford does 'something drastic,' will exit annuity and life insurance businesses

Venerable insurer makes dramatic move amid pressure from shareholder John Paulson

By John Goff
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
RETIREMENT PLANNING MAR 23, 2012
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package

But still no specific timetable for issuance of revised rule

By Darla Mercado
'Transformative events' shape client's financial thinking, survey finds
RETIREMENT PLANNING MAR 23, 2012
'Transformative events' shape client's financial thinking, survey finds

Upper-middle class more worried about life's big moments than the next 12 months

By Jeff Benjamin
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com
RETIREMENT PLANNING MAR 23, 2012
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com

With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.

By IN Staff
Fun is done: Frugality rules as tax refunds to be squirreled away
REGULATION AND LEGISLATION MAR 22, 2012
Fun is done: Frugality rules as tax refunds to be squirreled away

Survey shows a shift in what filers plan to do with checks from the IRS; 'more reserved and cautious'

By Lavonne Kuykendall
Worst nightmare as IRS wants $550K in penalties over $4K tax bill
REGULATION AND LEGISLATION MAR 22, 2012
Worst nightmare as IRS wants $550K in penalties over $4K tax bill

Agency taking dim view of hidden assets -- even if the hiding's not intentional

By John Goff
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog
REGULATION AND LEGISLATION MAR 22, 2012
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog

Lack of funds for agency leading to erosion of rights, citizens' advocate tells Congress

By John Goff
RIAS MAR 21, 2012
Breaking up is hard to do - especially with annuities

By Darla Mercado
RETIREMENT PLANNING MAR 21, 2012
The top 25 sellers of variable annuities

Participating issuers, ranked by sales

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
The top 25 variable annuity providers through independent B-Ds

Top participating issuers of VAs

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
Longevity insurance promising - but higher rates would help

By Darla Mercado
Will BAML's new fiduciary service make big contribution to its DC business?
RETIREMENT PLANNING MAR 20, 2012
Will BAML's new fiduciary service make big contribution to its DC business?

Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers

By Darla Mercado
RETIREMENT PLANNING MAR 20, 2012
What's behind money in motion

By Chris J. Brown and Laura Varas
Schumer wants early fight on ending Bush-era tax cuts for top earners
RIAS MAR 20, 2012
Schumer wants early fight on ending Bush-era tax cuts for top earners

Several top Senate dems believe they're in a stronger position now than in 2010 to go after Bush-era tax cuts for top earners

By Doug Cubberley
TAX MAR 20, 2012
Christie to Oracle of Omaha: 'Write a check and shut up'

By Bloomberg