Retirement

Displaying 11729 results
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
Fidelity suspends MetLife annuity sales as insurer mulls breakup

The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.

By Bloomberg
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight

After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering

By Bloomberg
Financial Engines plans insurance, health care advice for 401(k) participants
RETIREMENT PLANNING FEB 24, 2016
Financial Engines plans insurance, health care advice for 401(k) participants

The 401(k) managed account provider is pushing for more holistic financial planning.

By Greg Iacurci
RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

By Mary Beth Franklin
How should retirement plans pay their 401(k) fees?
RETIREMENT PLANNING FEB 23, 2016
How should retirement plans pay their 401(k) fees?

Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.

By Greg Iacurci
RETIREMENT PLANNING FEB 22, 2016
What Gene Wilder's death can teach you about estate planning

Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.

By Liz Skinner
RETIREMENT PLANNING FEB 22, 2016
Most Americans earmark tax refunds for savings, debt

More than half of the $330 billion in tax refunds Americans will get back this year will go toward savings or paying down debt — the highest percentage since 2007.

By Bloomberg
RETIREMENT PLANNING FEB 22, 2016
How much confidence do you have in your retirement?

A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.

By Bloomberg
REGULATION AND LEGISLATION FEB 22, 2016
How the 2016 presidential candidates stack up with advisers

A look at White House hopefuls' positions on issues impacting financial advice.

By Mark Schoeff Jr.
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

By Jeff Benjamin
Fixed indexed annuities continue their surge with record sales year
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
RETIREMENT PLANNING FEB 19, 2016
Social Security issues new file-and-suspend guidelines

April 29 deadline looms for those who want to take advantage of current rules.

By Mary Beth Franklin
RETIREMENT PLANNING FEB 19, 2016
Stock market selloff won't stop baby boomers from retiring

There's no evidence that short-term fluctuations in the stock market influence when workers call it quits.

By Bloomberg
Voya lowers caps, participation rates on indexed universal life policies
LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
Market volatility signals it's time to take another look at Roth conversions
RETIREMENT PLANNING FEB 19, 2016
Market volatility signals it's time to take another look at Roth conversions

Advisers should be considering a &#8220;re-characterization,&#8221; or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.

By Greg Iacurci
Track dates to save clients from new, big IRS fees
IRA ALERT FEB 19, 2016
Track dates to save clients from new, big IRS fees

The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.

By Ed Slott