Retirement

Displaying 11712 results
Former Irish billionaire declared bankrupt
RETIREMENT PLANNING FEB 29, 2012
Former Irish billionaire declared bankrupt

Sean Quinn, once Ireland's richest man, lost $1.3B on AIB bet

By Doug Cubberley
TAX FEB 29, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

By Bloomberg
RETIREMENT PLANNING FEB 28, 2012
Cheaper mortgages offer planning opportunity

By Darla Mercado
Note to clients: Why state school may be the smart bet
RETIREMENT PLANNING FEB 28, 2012
Note to clients: Why state school may be the smart bet

Skyrocketing costs of private schools has advisers telling clients to consider less-prestigious -- and less expensive -- colleges for their kids

By Bloomberg
Treasury's lifetime-income proposals lean heavy on education
RETIREMENT PLANNING FEB 27, 2012
Treasury's lifetime-income proposals lean heavy on education

Observers find proposals to be well intended, but say workers have a lot to learn on annuities

By Bloomberg
MedCap co-founder faces tax evasion charges
RIAS FEB 27, 2012
MedCap co-founder faces tax evasion charges

One of the founders of Medical Capital Holdings Inc., the issuer of tainted private placements that have devastated dozens of broker-dealers, faces five counts of failing to file a federal income tax return.

By Bruce Kelly
RETIREMENT PLANNING FEB 26, 2012
Pensco pulls off 'game changer' of an acquisition

By Dan Jamieson
RETIREMENT PLANNING FEB 26, 2012
Neither a borrower nor a lender be

By MFXFeeder
RIAS FEB 26, 2012
Fee-based advisers are warming up to VAs

Slowly but surely, fee-based and fee-only advisers are beginning to warm up to variable annuities.

By Darla Mercado
RETIREMENT PLANNING FEB 26, 2012
Practice management should be continuing-education requirement

By Timothy D. Welsh
RIAS FEB 24, 2012
Why longevity insurance is a good solution

By MFXFeeder
Obama kicks munis to the curb again in new budget
FIXED INCOME FEB 24, 2012
Obama kicks munis to the curb again in new budget

In the proposed 2013 budget released today, Obama reprised his call to cap deductions, including tax-exempt interest, for families earning more than $250,000 a year.

By Doug Cubberley
RIAS FEB 24, 2012
Focusing on 'yield chasing,' Finra issues watch list

By Bloomberg
RETIREMENT PLANNING FEB 24, 2012
IRA business seen booming

By Bloomberg
Clients with Alzheimer's pose 'scary' legal risks
RETIREMENT PLANNING FEB 24, 2012
Clients with Alzheimer's pose 'scary' legal risks

Advisers unable to meet fiduciary obligation to clients with reduced capacity; 'document, document, document'

By Andrew Osterland
False bottom? Home prices plunging again
RETIREMENT PLANNING FEB 24, 2012
False bottom? Home prices plunging again

Housing values down 3.7% in November in 20 major cities; 'a turn for the worse'

By John Goff
RETIREMENT PLANNING FEB 24, 2012
States with the heftiest real estate taxes

By John Goff
RETIREMENT PLANNING FEB 23, 2012
65: A speed limit, not a milepost

Increased longevity and the Great Recession are making Baby Boomers reassess the normal retirement age

By Mary Beth Franklin
RETIREMENT PLANNING FEB 23, 2012
Time for a retirement income specialist designation?

By Bloomberg
Garden State facing withering backlog of foreclosures
RETIREMENT PLANNING FEB 23, 2012
Garden State facing withering backlog of foreclosures

By John Goff