Retirement

Displaying 11713 results
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts
FIXED INCOME AUG 27, 2018
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts

According to estimates. the institutions decreased their municipal-debt holdings by nearly $6 billion in the second quarter.

By Bloomberg
New York, Connecticut taxpayers look to Plan B options to avoid SALT
REGULATION AND LEGISLATION AUG 27, 2018
New York, Connecticut taxpayers look to Plan B options to avoid SALT

A few potential back-up plans exist, but there's a lot you should know before forging ahead

By Bloomberg
Some public employees face Social Security hurdles
RETIREMENT PLANNING AUG 27, 2018
Some public employees face Social Security hurdles

Pension offsets reduce Social Security benefits, but some qualify for exceptions.

By Mary Beth Franklin
New York taxpayers have four-day window to try to beat SALT cap
TAX AUG 24, 2018
New York taxpayers have four-day window to try to beat SALT cap

IRS regulations announced this week don't take effect until after Monday.

By Bloomberg
Alternative minimum tax a casualty of tax reform nobody will miss
TAX AUG 24, 2018
Alternative minimum tax a casualty of tax reform nobody will miss

Last year's overhaul is expected to slash the number of taxpayers subject to the AMT

By Tim Steffen
401(k) advisers see student loan benefits as next 'evolution'
RETIREMENT PLANNING AUG 24, 2018
401(k) advisers see student loan benefits as next 'evolution'

IRS points way toward coupling repayment programs with employer retirement plans.

By Greg Iacurci
Can inherited IRAs be split in a divorce?
IRA ALERT AUG 23, 2018
Can inherited IRAs be split in a divorce?

A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.

By Ed Slott
Retroactive Social Security benefits: Everything you need to know
RETIREMENT PLANNING AUG 23, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

By Mary Beth Franklin
Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages
ALTERNATIVES AUG 23, 2018
Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages

James E. Grimes accused Trustmont Financial of breaching fiduciary duty in a case related to two annuity exchanges and a private REIT.

By Sarah Min
Here's what could happen to your taxes if Democrats regain control of Congress
REGULATION AND LEGISLATION AUG 23, 2018
Here's what could happen to your taxes if Democrats regain control of Congress

Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.

By Bloomberg
New group aims to improve negative view of annuities
LIFE INSURANCE AND ANNUITIES AUG 23, 2018
New group aims to improve negative view of annuities

Two dozen insurance companies and mutual fund firms form the new group to reframe perceptions and boost product awareness.

By Greg Iacurci
IRS blocks New York, New Jersey plans to elude cap on SALT deduction
TAX AUG 23, 2018
IRS blocks New York, New Jersey plans to elude cap on SALT deduction

States' strategies of characterizing property taxes as charitable contributions won't fly, agency says.

By Bloomberg
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud
RETIREMENT PLANNING AUG 23, 2018
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

In all, around 370 advisers sold the Future Income Payments, according to plaintiff's attorneys

By Greg Iacurci
Why your 50-year-old clients may need you the most
OPINION AUG 22, 2018
Why your 50-year-old clients may need you the most

As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs

By Philip E. Caminiti
Aretha Franklin estate echoes planning problems of Prince
TAX AUG 22, 2018
Aretha Franklin estate echoes planning problems of Prince

Both died without a spouse, and their estates need to undergo complex valuations to determine tax liabilities.

By Greg Iacurci
As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014
LIFE INSURANCE AND ANNUITIES AUG 21, 2018
As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014

Indexed annuity sales also broke their previous quarterly sales record.

By Greg Iacurci
Women in same-sex marriages are seen needing more for retirement
RETIREMENT PLANNING AUG 20, 2018
Women in same-sex marriages are seen needing more for retirement

Because women live longer than men, female couples need to put away more money for their old age, a new report shows.

By InvestmentNews
Retroactive Social Security benefits: Everything you need to know
RETIREMENT PLANNING AUG 20, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

By Mary Beth Franklin
Claiming Social Security early has lasting impact on survivors
RETIREMENT PLANNING AUG 17, 2018
Claiming Social Security early has lasting impact on survivors

Rush to take benefits due to illness may not be the best move.

By Mary Beth Franklin
Pension plans are the new tax dodge for rich business owners
RETIREMENT PLANNING AUG 16, 2018
Pension plans are the new tax dodge for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.

By Bloomberg