Retirement

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RETIREMENT PLANNING NOV 13, 2011
Special report: The 2011 InvestmentNews/Moss Adams Staffing & Compensation Study

By Mark Bruno
RETIREMENT PLANNING NOV 11, 2011
Saying 'I do' to prenup money advice

Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.

By Lavonne Kuykendall
Stressed BofA, Citi may have to rethink dividend plans
RETIREMENT PLANNING NOV 10, 2011
Stressed BofA, Citi may have to rethink dividend plans

Fed's tougher capital tests could throw a spanner into the works for buybacks as well

By John Goff
Wealth managers demanding — and getting — huge salaries in Asia
RETIREMENT PLANNING NOV 10, 2011
Wealth managers demanding — and getting — huge salaries in Asia

Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table

By John Goff
Thanks to economy, 80 — yes, 80 — is the new 65
RETIREMENT PLANNING NOV 09, 2011
Thanks to economy, 80 — yes, 80 — is the new 65

Survey shows many workers will have to stay on the job years longer before they can afford to retire

By John Goff
REGULATION AND LEGISLATION NOV 09, 2011
Higher taxes are on the horizon

Here are some examples of ways that financial advisers can help clients to reduce their tax burden.

By Jeff Benjamin
Despite earlier predictions, no pall at all over muni market
RETIREMENT PLANNING NOV 08, 2011
Despite earlier predictions, no pall at all over muni market

With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers

By Jeff Benjamin
J.P. Morgan replacing retirement plan fund menu with portfolios
RETIREMENT PLANNING NOV 08, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios

New approach divides fund offerings into a trio of goal-based portfolios

By Darla Mercado
GOP now talking taxes, but Dems say they're talking through their hats
RIAS NOV 08, 2011
GOP now talking taxes, but Dems say they're talking through their hats

Republicans OK with axing tax deductions for the rich, but marginal tax rates still a bone of contention

By John Goff
TAX NOV 08, 2011
Social Security beneficiaries to receive 3.6% increase

Fifty-five million Social Security beneficiaries will receive a 3.6% cost-of-living adjustment next year, the U.S. government said last week

By Bloomberg
LIFE INSURANCE AND ANNUITIES NOV 08, 2011
Insurance regulators seek stronger annuity disclosure

A group of state insurance regulators voted last week to adopt amendments to an annuity disclosure model that would give customers a detailed breakdown of product features

By Darla Mercado
RETIREMENT PLANNING NOV 08, 2011
<font color=red>FPA Convention </font>What's the right age to take Social Security?

If the drawdown of assets is done properly, it's best to delay taking that government check.

By Bloomberg
RETIREMENT PLANNING NOV 08, 2011
Retirement experts clash over tax breaks for 401(k) plans

Some want to boost the deferral limit – others want to do away with it

By Darla Mercado
RETIREMENT PLANNING NOV 06, 2011
Special report: Tax planning

The lack of leaks is an indication that the panel has decided to refrain from fighting in the media and actually come to the table.

By Mark Bruno
REGULATION AND LEGISLATION NOV 06, 2011
All eyes on Washington

A bipartisan, bicameral 12-member panel, the supercommittee may be the best chance for any kind of substantial tax changes before next year's election

By Mark Schoeff Jr.
TAX NOV 06, 2011
A 'perfect storm' for estate planning

Politics, the weak economy and low interest rates have combined to create one of the best environments for estate planning in a generation, according to experts

By Andrew Osterland
BROKER DEALERS NOV 06, 2011
UL reserve requirements catch eye of regulators

State regulators have signaled a push for recalculating reserve requirements on a certain type of universal-life insurance, a change that could lead to higher costs for policyholders, as well as fewer insurers' selling the product

By Darla Mercado
ETFS NOV 06, 2011
Future of financial transactions tax unclear

Legislation introduced last week that would impose a federal tax on financial transactions may be doomed as a stand-alone bill, but proponents say that it should be included in any broad deficit-reduction proposal

By Mark Schoeff Jr.
Obama targets muni bond tax exemption for those earning over $200K
FIXED INCOME NOV 04, 2011
Obama targets muni bond tax exemption for those earning over $200K

Earn over $200,000? If so, President Obama's proposed cut to the municipal bond tax exemption could hit your wallet hard.

By Doug Cubberley
Bam! President kicks it up a notch, goes after muni tax break
RIAS NOV 04, 2011
Bam! President kicks it up a notch, goes after muni tax break

White House seeks to limit interest income that can be sheltered; states, cities already lining up against proposal

By John Goff