Retirement

Displaying 11729 results
The Hartford nabs VA product development pro
LIFE INSURANCE AND ANNUITIES APR 12, 2011
The Hartford nabs VA product development pro

The Hartford has hired Jackson National Life Insurance Co.'s variably annuity product development chief Steve Kluever.

By Darla Mercado
Ex-Allstate agent sues for $15M, alleges “hostile takeover” of his business
LIFE INSURANCE AND ANNUITIES APR 10, 2011
Ex-Allstate agent sues for $15M, alleges “hostile takeover” of his business

Veteran insurance agent Paul A. Mattus has filed suit against The Allstate Corp., claiming that the carrier had muscled him out of his book of business in order to pass it on to a newer, younger agent.

By Darla Mercado
N.Y. Life to release longevity annuity product
LIFE INSURANCE AND ANNUITIES APR 10, 2011
N.Y. Life to release longevity annuity product

Worried about outlasting your savings? Worry no more; N.Y. Life has you covered

By Darla Mercado
RETIREMENT PLANNING APR 10, 2011
Concern, optimism felt by bankers over loans

Bank risk managers appear to be a bit more optimistic about the economy than they were 10 months ago, but most still expect mortgage and home equity loan delinquencies to stay the same or rise in the near term, according to a recent survey

By Lavonne Kuykendall
Top tax rate would go sky-high under new proposal
LIFE INSURANCE AND ANNUITIES APR 07, 2011
Top tax rate would go sky-high under new proposal

Rep. Schakowsky want big increase in marginal rates for millionaires, billionaires

By Bloomberg
TAX APR 06, 2011
Surprise! Tax reform still on hold

And Washington watchers say meaningful progress may not happen until the next election

By Mark Schoeff Jr
LIFE INSURANCE AND ANNUITIES APR 06, 2011
Top tax rate would go sky-high under new proposal

U.S. millionaires would face an annual income tax increase of at least 10% under a deficit reduction measure proposed by Rep. Jan Schakowsky, R-Ill

By Bloomberg
Government may shut down, but the IRS goes on
REGULATION AND LEGISLATION APR 05, 2011
Government may shut down, but the IRS goes on

Taxpayers still need to file by April 18 — even if federal government's gone fishin'

By Mark Schoeff Jr.
TAX APR 04, 2011
Surprises in state income taxes

State taxes don't always follow the same rules used in calculating federal income taxes

By Robert N. Gordon
REGULATION AND LEGISLATION APR 04, 2011
Wealthy could get slammed by proposed tax changes

With the Bush tax cuts extended for another two years, wealthy Americans can expect their tax liabilities to remain the same, right?

By Andrew Osterland
You having a laugh, mate? U.K. proposes $225 a week flat-rate state pension
RIAS APR 03, 2011
You having a laugh, mate? U.K. proposes $225 a week flat-rate state pension

The U.K. government proposed replacing its current means-tested state pension with a flat-rate payment of about 140 pounds ($225) a week, with the goal of increasing incentives for people to save for their old age.

By Doug Cubberley
RETIREMENT PLANNING APR 03, 2011
DOL expected to issue retirement distribution guidance soon

The Labor Department is expected to release distribution guidance aimed at plan participants as they exit defined-contribution plans, according to a well-known employee benefits attorney

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 31, 2011
No stalling on VA transfers, judge warns insurer

A recent court decision against Pacific Life Insurance Co. may give advisers and broker-dealers legal leverage against insurers that take too long to perform Section 1035 exchanges of variable life policies.

By Darla Mercado
RETIREMENT PLANNING MAR 30, 2011
DOL expected to issue guidance for retirement plan distributions

By Darla Mercado
Workers making a hash of nest eggs
RETIREMENT PLANNING MAR 30, 2011
Workers making a hash of nest eggs

Retirement funds not even close to what employees say they'll likely need; confidence level lowest in 20 years

By Bloomberg
U.S. Trust loses $5.9B adviser to new wealth venture
RIAS MAR 30, 2011
U.S. Trust loses $5.9B adviser to new wealth venture

Todd S. Thomson, Citigroup Inc.'s former head of wealth management, lured a top Bank of America Corp. financial adviser with $5.9 billion in client assets to join a new business that caters to independent advisory firms.

By Mark Bruno
LIFE INSURANCE AND ANNUITIES MAR 29, 2011
Alleged lack of records costs A.G. Edwards $755K in VA dispute

A.G Edwards, a unit of Wells Fargo, agrees to settle charges filed by Missouri regulators arising from the sales of variable annuities to seniors

By Darla Mercado
House Republicans to SEC: Halt fiduciary duty rulemaking
LIFE INSURANCE AND ANNUITIES MAR 29, 2011
House Republicans to SEC: Halt fiduciary duty rulemaking

House Republicans want the SEC to halt its fiduciary duty rulemaking. Why? The GOP lawmakers say the commission needs to look harder at the impact of a universal standard of care.

By Mark Schoeff Jr
LIFE INSURANCE AND ANNUITIES MAR 29, 2011
Annuity tax alteration may hurt middle class

Preoccupied by a battle over federal spending, Congress has barely begun considering another piece of budget balancing: comprehensive tax reform

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 29, 2011
Salaries inching up for entry-level financial advisers

With the economy seemingly on the mend, newbie financial advisers are finding that it's a great time to be breaking into the game

By Liz Skinner