Retirement

Displaying 11715 results
RETIREMENT PLANNING MAY 11, 2018
Insurers becoming more stringent with long-term-care policies

This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.

By Greg Iacurci
All is not lost when it comes to the mortgage interest deduction
RETIREMENT PLANNING MAY 10, 2018
All is not lost when it comes to the mortgage interest deduction

The tax reform law's two significant changes to the way taxpayers deduct interest on loans related to their home both contain exceptions

By Tim Steffen
LIFE INSURANCE AND ANNUITIES MAY 10, 2018
Iowa insurance regulator cautions SEC about modifying suitability rule

Iowa insurance regulator asserts the current rule is protecting investors and worries that the SEC is defining 'best interest' differently than what it means under state law.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAY 10, 2018
Chattanooga pension fund accuses Wells Fargo of fraud in revenue sharing

The Chattanooga Fire and Police Pension Fund's allegations involve rebates of revenue-sharing from mutual funds

By Rob Kozlowski
LIFE INSURANCE AND ANNUITIES MAY 09, 2018
FedEx shifts pension obligations by purchasing $6 billion group annuity

The pension risk transfer is the biggest since 2012, when Verizon purchased a $7.5 billion annuity

By Bloomberg
RETIREMENT PLANNING MAY 09, 2018
Bill Kline out as head of Gallagher's $55 billion retirement-plan aggregator

Said new CEO wanted to put in his own team as part of a reorganization.

By Greg Iacurci
RETIREMENT PLANNING MAY 09, 2018
Social Security's most confusing rules

Workers' age and marital status determine their claiming options.

By Mary Beth Franklin
RIAS MAY 09, 2018
What are the business priorities of elite 401(k) advisers in 2018?

Managing the firm's operations and employees appears to be the standout.

By Fred Barstein
LIFE INSURANCE AND ANNUITIES MAY 08, 2018
Finra fines Fifth Third Securities $4 million for variable-annuity violations

In second major VA enforcement action against Fifth Third, firm also must pay $2 million in restitution.

By Bloomberg
RETIREMENT PLANNING MAY 08, 2018
Four challenges in using annuities for retirement planning — and how to overcome them

Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.

By Paula Nelson
RETIREMENT PLANNING MAY 07, 2018
Auto features boost plan participants' retirement income replacement level

Participants who are auto-enrolled are on track to replace more of their income in retirement, Empower survey shows

By Bloomberg
RETIREMENT PLANNING MAY 07, 2018
Asset managers shift 401(k) distribution toward RIA aggregator firms

That could mean fewer wholesalers calling on individual advisers in the field.

By Greg Iacurci
RETIREMENT PLANNING MAY 07, 2018
Advisers push retired clients to embrace investment risk

Dealing with clients' anxiety explaining that retiring is different from dying.

By Jeff Benjamin
REGULATION AND LEGISLATION MAY 07, 2018
N.J. homeowners get law to skirt Trump's lowered tax deductions

State will let homeowners declare property taxes as charitable donations.

By Bloomberg
RETIREMENT PLANNING MAY 05, 2018
The worst possible time to retire

Market performance in the first few years of retirement determines financial security throughout one's golden years. Here's why the outlook for people retiring today is concerning.

By Greg Iacurci
RETIREMENT PLANNING MAY 04, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 04, 2018
Advisers need this new approach to aging clients

Addressing longevity will be key to how financial advisers serve clients in the future.

By Ryan W. Neal
RETIREMENT PLANNING MAY 03, 2018
America is turning out more millionaire retirees than ever

Retirees are healthier as well as wealthier, and they're watching a lot more TV.

By Bloomberg
RETIREMENT PLANNING MAY 03, 2018
Countdown to retirement

Reviewing key deadlines with a group of friends

By Mary Beth Franklin
OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

By Joe Duran