Retirement

Displaying 11713 results
Headed to Indianapolis for the big game? Prepare for sticker shock
RETIREMENT PLANNING JAN 31, 2012
Headed to Indianapolis for the big game? Prepare for sticker shock

Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room

By Bloomberg
Forget miles, go for cash back with credit cards
RETIREMENT PLANNING JAN 31, 2012
Forget miles, go for cash back with credit cards

Best vendors offer rewards that are automatically deposited into investment accounts, expert says

By Bloomberg
Romney got whopping refund from IRS
REGULATION AND LEGISLATION JAN 31, 2012
Romney got whopping refund from IRS

Uncle Sam sent presidential candidate $1.6M check for 2010; 'paid 100 percent of what he owes'

By John Goff
Mayor of N.Y. Giants' hometown rooting against the team
RIAS JAN 31, 2012
Mayor of N.Y. Giants' hometown rooting against the team

James Cassella, mayor of East Rutherford, N.J., the town where New York Giants play their home games, wants the team to beat the San Francisco 49ers Sunday, but lose a fight against paying property taxes on their headquarters and training center.

By Doug Cubberley
Maryland, California governors seek boost in taxes on wealthy
RIAS JAN 31, 2012
Maryland, California governors seek boost in taxes on wealthy

States join federal government in looking to affluent to help trim budget shortfalls

By Bloomberg
INsider: Wealthy clients have targets on their backs
RIAS JAN 30, 2012
INsider: Wealthy clients have targets on their backs

The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed

By Bloomberg
Reduced! Clients' homes worth less again this year
RETIREMENT PLANNING JAN 30, 2012
Reduced! Clients' homes worth less again this year

Clients' homes were worth less again this year. The good news? The decline was the smallest in four years | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111027&amp;Category=FREE&amp;ArtNo=102709999&amp;Ref=PH>The lousiest housing markets in America &amp;raquo;</a> <a href=<a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111025&amp;Category=FREE&amp;ArtNo=102509999&amp;Ref=PH>The best-performing housing markets &amp;raquo;</a>

By John Goff
RETIREMENT PLANNING JAN 30, 2012
House Republicans ask DOL to go easy on retirement plans

By Mark Schoeff Jr.
RETIREMENT PLANNING JAN 30, 2012
When a mom raids her child's IRA

In an unusual private-letter ruling, the Internal Revenue Service recently allowed a 13-year-old beneficiary of her father's company plan assets largely to undo a previously taxed lump-sum distribution and transfer the distributed plan funds to an inherited IRA for the child's benefit.

By MFXFeeder
GOP to DOL: Go easy on IRAs, OK?
RETIREMENT PLANNING JAN 30, 2012
GOP to DOL: Go easy on IRAs, OK?

House Republicans send a letter to the Labor Department urging caution in expanding the fiduciary duty to IRA and 401(k) advisers. A battle is in the offing.

By Mark Schoeff Jr.
IRA ALERT JAN 30, 2012
A fraud warning for self-directed IRAs

In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs

By Ed Slott
RETIREMENT PLANNING JAN 30, 2012
How Mesirow used worker incentives to promote wellness

When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.

By H. Lee Murphy
Senator to Citi: Enough already with the tax forms for frequent-flier miles
REGULATION AND LEGISLATION JAN 29, 2012
Senator to Citi: Enough already with the tax forms for frequent-flier miles

Brown sends letter to Pandit telling bank to stop sending 1099s to customers who received miles for opening savings accounts; 'creating baseless fear'

By Bloomberg
BROKER DEALERS JAN 29, 2012
Insurance companies take a step back

By Bloomberg
Note to clients: Good credit rating good enough
RETIREMENT PLANNING JAN 27, 2012
Note to clients: Good credit rating good enough

Efforts to boost score above 760 yield little tangible benefits; 'bragging rights'

By John Goff
Opinion: Buffett rule flat-out misses the point
REGULATION AND LEGISLATION JAN 26, 2012
Opinion: Buffett rule flat-out misses the point

It's time to come to grips with misconceptions about taxing the rich

By Bloomberg
RIAS JAN 26, 2012
Former E*Trade CEO leads management buyout of Jefferson

By Bloomberg
New York Life splits life insurance, investment operations
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
New York Life splits life insurance, investment operations

Annuities to be slotted under the latter; retirement income boss Chris Blunt to oversee insurance

By Darla Mercado
Why hanging on to your older fixed annuity is a solid bet
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
Why hanging on to your older fixed annuity is a solid bet

Older fixed annuities, ones that hold 3% guaranteed minimum rates, are looking pretty attractive right now

By Darla Mercado
Schwarzman backs Romney as Wall Street shuns Obama
RETIREMENT PLANNING JAN 26, 2012
Schwarzman backs Romney as Wall Street shuns Obama

Stephen Schwarzman, chairman of the Blackstone Group LP, will host a fundraiser for Mitt Romney next month as like-minded donors turn their backs on President Obama.

By Doug Cubberley