Retirement

Displaying 11729 results
Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule
LIFE INSURANCE AND ANNUITIES AUG 17, 2016
Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule

Allianz, Voya, Symetra and Lincoln Financial are forging ahead into virtually uncharted waters for product development.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES AUG 16, 2016
Now is the time to talk to clients about life insurance portfolio management

Mainstream media is educating clients, prospects, advisers and centers of influence about the undesirable consequences of an unmanaged life insurance policy.

By Barry Flagg
Primerica expects to pay $4M-$5M per year to comply with DOL fiduciary rule
RETIREMENT PLANNING AUG 16, 2016
Primerica expects to pay $4M-$5M per year to comply with DOL fiduciary rule

The insurer joins other financial services companies such as Ameriprise and Principal, who've detailed rising compliance costs associated with the regulation.

By Greg Iacurci
Careful planning can help public employees avoid Social Security reductions
RETIREMENT PLANNING AUG 16, 2016
Careful planning can help public employees avoid Social Security reductions

One adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.

By Mary Beth Franklin
New estate rule would affect tax strategies of ultra-wealthy
PRACTICE MANAGEMENT AUG 16, 2016
New estate rule would affect tax strategies of ultra-wealthy

Treasury Department's proposed regulation aims to curb tax-planning approaches that lower the valuation of stakes in corporations or partnerships.

By Mark Schoeff Jr.
Health savings account limits to increase for some in 2017
RETIREMENT PLANNING AUG 16, 2016
Health savings account limits to increase for some in 2017

But policy buyers on Healthcare.gov may be out of luck.

By Mary Beth Franklin
Wealthy retirees too cautious to enjoy stock market high
RETIREMENT PLANNING AUG 16, 2016
Wealthy retirees too cautious to enjoy stock market high

Older baby boomers have seen the S&P 500 return 269% since its March 2009 low.

By Bloomberg
Social Security and dying too soon
RETIREMENT PLANNING AUG 15, 2016
Social Security and dying too soon

Beneficiaries may have to wait years to collect benefits; some never do.

By Mary Beth Franklin
Yale, MIT and NYU targeted in excessive-fee lawsuits concerning retirement plans
RETIREMENT PLANNING AUG 15, 2016
Yale, MIT and NYU targeted in excessive-fee lawsuits concerning retirement plans

The suits against NYU and Yale are especially significant because they're the first regarding university 403(b) plans.

By Greg Iacurci
Morningstar launching 401(k) service for broker-dealers worried about DOL fiduciary risk
RETIREMENT PLANNING AUG 15, 2016
Morningstar launching 401(k) service for broker-dealers worried about DOL fiduciary risk

Because platform initially will be offered through B-Ds, firm doesn't see it undercutting plan advisers' business, though it has considered going direct to plan sponsors.

By Greg Iacurci
RETIREMENT PLANNING AUG 15, 2016
How far-reaching is the DOL fiduciary rule?

The blurred line between retirement and non-retirement advice means advisers must be very careful when providing any financial services.

By Bloomberg
Donald Trump in Detroit speech offers revised tax plan and curb on regulations
REGULATION AND LEGISLATION AUG 12, 2016
Donald Trump in Detroit speech offers revised tax plan and curb on regulations

The Republican nominee is trying to reset his presidential campaign after a string of missteps.

By Bloomberg
Millennials are freaking out about retirement — but not doing much about it
RETIREMENT PLANNING AUG 11, 2016
Millennials are freaking out about retirement — but not doing much about it

Despite the best of intentions, young workers aren't saving enough.

By Bloomberg
Bill and Hillary Clinton made $10.6 million in 2015, paid $3.6 million in taxes
TAX AUG 11, 2016
Bill and Hillary Clinton made $10.6 million in 2015, paid $3.6 million in taxes

Democratic nominee's staff jabs Trump on releasing his returns.

By Bloomberg
RETIREMENT PLANNING AUG 11, 2016
Here's why your net worth might really be negative

Add up all your possessions — cash, property, retirement accounts — and subtract all your debts, and you could end up in the red.

By Bloomberg
Social Security Administration steps up privacy protections
RETIREMENT PLANNING AUG 11, 2016
Social Security Administration steps up privacy protections

Online users now require cell phone for text message verification.

By Mary Beth Franklin
DOL issues final rule to help states establish workplace retirement savings programs
RETIREMENT PLANNING AUG 10, 2016
DOL issues final rule to help states establish workplace retirement savings programs

State plans would not be subject to ERISA, which some in the industry fear will give them a leg up on private plans.

By Mark Schoeff Jr.
Social Security drops cell phone mandate
RETIREMENT PLANNING AUG 09, 2016
Social Security drops cell phone mandate

Agency apologizes and says it will pursue other security authentication options.

By Mary Beth Franklin
Prudential fined $950,000 for failures in elderly customer's variable annuity account
LIFE INSURANCE AND ANNUITIES AUG 09, 2016
Prudential fined $950,000 for failures in elderly customer's variable annuity account

Finra says the firm failed to detect and prevent theft of approximately $1.3 million from an 89-year-old man's account.

By Greg Iacurci
Trump as 'supreme ruler' and 'attractive'? Advisers react to long, historic speech
REGULATION AND LEGISLATION AUG 08, 2016
Trump as 'supreme ruler' and 'attractive'? Advisers react to long, historic speech

Republican presidential candidate's acceptance speech to the RNC makes big promises but offers little specifics on how he would cut taxes or reform regulations.

By Liz Skinner