Retirement

Displaying 11713 results
RETIREMENT PLANNING JAN 06, 2012
Two ex-advisers win $2 million claim against NRP

National Retirement Partners Inc. was ordered to pay a $2 million arbitration award to two former financial advisers who were let go by the firm after it bought their practice.

By Darla Mercado
Schwab launches bundled 401(k) product
RETIREMENT PLANNING JAN 05, 2012
Schwab launches bundled 401(k) product

Schwab's bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes

By Dan Jamieson
TAX JAN 05, 2012
Warren Buffett: Tax musings triggered national debate

When your name is Warren E. Buffett, just about anything you say or do is going to draw attention.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES JAN 04, 2012
Lawyer bet on terminally ill to gain their death benefits: U.S. Attorney

Caramadre faces indictment over alleged scheme that purportedly sought out those with less than six months to live; lawyer says 'insurance industry upset it got beat at its own game'

By Darla Mercado
Like comedy, secret to Social Security is timing
RETIREMENT PLANNING JAN 04, 2012
Like comedy, secret to Social Security is timing

Knowing when to apply for benefits can greatly alter what you get

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JAN 04, 2012
Lifetime-income options pose benchmarking puzzle

As insurers find new ways to provide workers with a steady stream of income through their retirement plans, financial advisers are grappling with how best to benchmark these products against one another

By Darla Mercado
Social Security beneficiaries to receive 3.6% increase
RIAS JAN 04, 2012
Social Security beneficiaries to receive 3.6% increase

Fifty-five million Social Security beneficiaries can look forward to a 3.6% cost-of-living adjustment in 2012.

By Bloomberg
MetLife's bank divestment a mixed blessing for ratings: Analysts
LIFE INSURANCE AND ANNUITIES JAN 03, 2012
MetLife's bank divestment a mixed blessing for ratings: Analysts

Moody's: Bank sale eliminates Fed oversight but gives Met competitive chops

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 01, 2012
No financial resolve

By Liz Skinner
Munis still a 'danger zone,' warns Whitney
RETIREMENT PLANNING DEC 30, 2011
Munis still a 'danger zone,' warns Whitney

State and local governments not nearly out of the woods, analyst says

By John Goff
BlackRock: Munis face threat of 'super downgrade'
RETIREMENT PLANNING DEC 30, 2011
BlackRock: Munis face threat of 'super downgrade'

Ratings cuts of two or more notches are expected to pick up over the summer as agencies review their methodologies

By Bloomberg
No repeat of muni miracle in 2012
RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

By John Goff
RETIREMENT PLANNING DEC 30, 2011
Michael Kitces: Power Tweeter delves into financial science

By Davis Janowski
TAX DEC 29, 2011
Ultrarich are aware of tax loophole on unrealized gains

By Bloomberg
RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

By Bloomberg
RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

By Bloomberg
Thirty-year fixed still fixed below 4%
RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

By John Goff
Millionaires: Go ahead and tax the rich — just not us
REGULATION AND LEGISLATION DEC 27, 2011
Millionaires: Go ahead and tax the rich — just not us

More than 70% agree that wealthy should kick in more, but half say they're not wealthy

By John Goff
Rich already feeling the pinch in this affluent state
REGULATION AND LEGISLATION DEC 27, 2011
Rich already feeling the pinch in this affluent state

New Jersey's wealthy saying goodbye to on-demand garbage pick up, hello to higher property taxes

By John Goff
RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

By John Goff