Retirement

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LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Insurers' products are highly prized

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Products and insurers' financial strength highly prized by advisers and agents

A LIMRA survey released Tuesday found that 32% of 616 producers picked an aspect of training as the most valued service offered by insurers.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Hispanics underinsured

Though Latinos know they ought to have life insurance to protect their families, fewer of them buy it, compared with other demographic groups

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 24, 2011
Survey: Under-45 crowd way underinsured

If you want to reach out to an untapped audience for life insurance, try people under 45

By Darla Mercado
TAX OCT 24, 2011
How to make a black-swan tactic fly

By MFXFeeder
Millionaires, mass affluent bemoan markets but double down anyway
RIAS OCT 24, 2011
Millionaires, mass affluent bemoan markets but double down anyway

Pessimistic mass-affluent, millionaire investors are putting more money in play

By Bloomberg
Affluent doing just fine — but don't try telling them that
RETIREMENT PLANNING OCT 24, 2011
Affluent doing just fine — but don't try telling them that

Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'

By Lavonne Kuykendall
RETIREMENT PLANNING OCT 23, 2011
Special report: 2011 Industry Attitudes

This year's survey of advisers shows why some firms are flying high again - and also reveals where some advisers are holding back. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111018&amp;Category=FREE&amp;ArtNo=101809999&amp;Ref=PH>Most common reasons employees leave advisory firms</a>

By Mark Bruno
TAX OCT 23, 2011
Top marginal tax rates may skyrocket

The political winds have shifted and &#8220;millionaires&#8221; now are expected to shoulder much of the burden of balancing the budget

By Robert N. Gordon
IRS warns weaker enforcement, slow service would follow cuts
RIAS OCT 21, 2011
IRS warns weaker enforcement, slow service would follow cuts

IRS warns of &#8220;noticeable degradation&#8221; of taxpayer services and enforcement if Congress follows through on a plan to cut about $500 million from the agency's budget for fiscal 2012.

By Doug Cubberley
RETIREMENT PLANNING OCT 21, 2011
Phyllis Borzi discusses being a plan fiduciary

The following is an edited version of testimony given July 26 by Phyllis C. Borzi, assistant secretary of labor in charge of the Employee Benefits Security Administration, before the House Education and the Workforce Subcommittee on Health, Employment, Labor and Pensions

By MFXFeeder
IRS dropped the ball on $3.2B in 'erroneous' tax credits: Treasury
RIAS OCT 20, 2011
IRS dropped the ball on $3.2B in 'erroneous' tax credits: Treasury

A U.S. Treasury Department watchdog said 2.1 million taxpayers may have received &#8220;erroneous&#8221; education-related tax credits totaling about $3.2 billion.

By Doug Cubberley
Hatch urges Obama to drop plan to cap charitable deductions
RIAS OCT 20, 2011
Hatch urges Obama to drop plan to cap charitable deductions

Utah Senator Orrin Hatch is urging the Obama administration to back away from a proposal to cap itemized deductions at 28%.

By Doug Cubberley
LIFE INSURANCE AND ANNUITIES OCT 19, 2011
Industry trade groups flex lobbying muscles

By Mark Schoeff Jr.
Wall Street getting fed up with Washington's dithering on deficit
RETIREMENT PLANNING OCT 18, 2011
Wall Street getting fed up with Washington's dithering on deficit

Occupy Wall Street protesters are lashing out against what they see as a financial industry luxuriating in wealth created at the expense of the middle class. Wall Street, however, has its own grievances against Washington, which were on display last week.

By Mark Schoeff Jr.
RIAS OCT 18, 2011
Why 'mailbox money' is crucial to retirement

Aging baby boomers represent a historic opportunity to boost the sales of income-generating investment products, according to industry leaders who kicked off the Insured Retirement Institute conference in Boston last Monday

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES OCT 18, 2011
Reynolds wants lifetime-income products policed

Bob Reynolds, chief executive of Putnam Investments, last week called for the establishment of a regulatory body to approve lifetime-income products

By Darla Mercado
Demonstrations point to growing cynicism among future investors
RETIREMENT PLANNING OCT 18, 2011
Demonstrations point to growing cynicism among future investors

Protesters in the Occupy Wall Street movement are giving financial advisers something else to worry about: a generation of leery, cynical investors

By Darla Mercado
Dems propose 5% tax on millionaires
RIAS OCT 18, 2011
Dems propose 5% tax on millionaires

Levy would fund jobs bill; given GOP opposition, 5% rate also likely probability of passage

By John Goff
FIXED INCOME OCT 18, 2011
Muni bond tax break seen surviving

By Mark Schoeff Jr.