Retirement

Displaying 11729 results
Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule
RETIREMENT PLANNING JUN 23, 2016
Jackson National's new variable annuity hints at annuities' future post-DOL fiduciary rule

The firm is developing its first fee-based variable annuity, which many experts say is the future of the product line in the qualified market.

By Greg Iacurci
RETIREMENT PLANNING JUN 23, 2016
MetLife is second major insurer to exit the brokerage business, in the sale of adviser unit to MassMutual

MetLife is the second major insurer to exit the brokerage business, in the sale of its adviser unit to MassMutual. Mergers may be on the rise due to the Labor Department's proposed fiduciary rule.

By Christine Idzelis
RETIREMENT PLANNING JUN 23, 2016
How LGBT investors can take advantage of new financial opportunities

Legal recognition of same-sex couples means fewer complications and new options for investing.

By Peter Waterloo
RETIREMENT PLANNING JUN 23, 2016
Social Security update for gay couples

Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.

By Mary Beth Franklin
How noncitizens can access Social Security benefits
RETIREMENT PLANNING JUN 22, 2016
How noncitizens can access Social Security benefits

Foreign workers and dependents retiring abroad face complicated rules.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 22, 2016
Social Security benefits for noncitizens

Foreign workers and dependents retiring abroad face complicated rules.

By Mary Beth Franklin
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s
RETIREMENT PLANNING JUN 22, 2016
Senator Elizabeth Warren proposes bill to help workers track down old 401(k)s

Legislators cite a recent TIAA study finding 30% of employees neglect accounts at previous employers when they switch jobs.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 22, 2016
Baby boomers reach required minimum distribution milestone for retirement accounts

The first wave of boomers turns 70½ starting July 1, and must start taking distributions from their retirement savings.

By Mary Beth Franklin
RETIREMENT PLANNING JUN 22, 2016
John Oliver's criticism helps fiduciary duty go prime time

Recent 'Last Week Tonight' segment is just one example of the growing awareness of this issue.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 22, 2016
How clients can add $8,000 a year to their retirement income

By Mary Beth Franklin
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule
RETIREMENT PLANNING JUN 21, 2016
Indexed annuity distributors weigh launching B-Ds due to DOL fiduciary rule

The move would allow insurers to sidestep additional risk in distributing through independent agents.

By Greg Iacurci
Your retirement calculator might not be accurate
RETIREMENT PLANNING JUN 21, 2016
Your retirement calculator might not be accurate

Studies show publicly available retirement calculators shouldn't be taken at face value.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES JUN 21, 2016
Millennials and life insurance — not their parents' policies

New offerings for the younger market have made the life insurance industry ripe for disruption.

By Bloomberg
BROKER DEALERS JUN 21, 2016
Royal Alliance lawyers capitalize on Finra's broken BrokerCheck

Plus: Soros fights Brexit with scare tactics, what the Queen thinks about the Brexit vote, the smart-beta evolution, and alternative retirement lifestyles

By Jeff Benjamin
Republican tax plan would reduce brackets, slash investment taxes
REGULATION AND LEGISLATION JUN 20, 2016
Republican tax plan would reduce brackets, slash investment taxes

House Republicans rolled out a tax-reform plan on Friday that would reduce the number of individual rates to three and eliminate many deductions.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 19, 2016
Skeptical advisers should reexamine their attitudes toward reverse mortgages

Most of the loans' issues have been solved, or at least ameliorated.

By InvestmentNews
John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule
RETIREMENT PLANNING JUN 17, 2016
John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule

The star of a late-night HBO comedy show had some biting words for non-fiduciary brokers, high 401(k) fees and active fund management.

By Greg Iacurci
RETIREMENT PLANNING JUN 16, 2016
Want to work past retirement age? You're not alone

Senior citizens are already working more now than they did in the 1980s and 1990s. But can we raise the retirement age for good?

By Bloomberg
EQUITIES JUN 16, 2016
Wall Street figuring out how to hedge against a Donald Trump presidency

<i>Breakfast with Benjamin</i> Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.

By Jeff Benjamin
DOL must keep dialogue open on fiduciary rule
LIFE INSURANCE AND ANNUITIES JUN 16, 2016
DOL must keep dialogue open on fiduciary rule

Sudden withdrawal of DOL's Timothy Hauser from a panel at the Insured Retirement Institute conference was a blunder.

By Andrew Leigh