Retirement

Displaying 11727 results
REGULATION AND LEGISLATION OCT 27, 2015
New Ways & Means chairman gives Speaker Ryan a tax-reform partner

One of Rep. Kevin Brady's ongoing pursuits has been eliminating the estate tax.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES OCT 27, 2015
Insurers adding optional death benefits to IOVA contracts

The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.

By Greg Iacurci
RETIREMENT PLANNING OCT 26, 2015
Genworth doubles down on LTC business in challenging market

The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.

By Greg Iacurci
RETIREMENT PLANNING OCT 26, 2015
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule

Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.

By Mark Schoeff Jr.
With more workers lacking 401(k) plans, retirement savings crisis grows
RETIREMENT PLANNING OCT 26, 2015
With more workers lacking 401(k) plans, retirement savings crisis grows

Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.

By Bloomberg
Hedging against triple whammy of Medicare price hikes
RETIREMENT PLANNING OCT 26, 2015
Hedging against triple whammy of Medicare price hikes

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

By Katy Votava
Advisers form coalition to oppose DOL fiduciary rule
RETIREMENT PLANNING OCT 26, 2015
Advisers form coalition to oppose DOL fiduciary rule

Grassroots organization is sponsored by a trade association for life insurance companies.

By Mark Schoeff Jr.
IRA ALERT OCT 25, 2015
Attorney learns the wrong way to deduct IRA losses

Semi-retired patent attorney cannot deduct losses in an IRA.

By Ed Slott
DOL proposes rule to grease wheels for states to set up private-sector retirement programs
RETIREMENT PLANNING OCT 22, 2015
DOL proposes rule to grease wheels for states to set up private-sector retirement programs

Labor Secretary Perez says proposal would validate approach that states like Illinois, California and Oregon are taking.

By Hazel Bradford
Sounding the secular stagnation alarm bells
EQUITIES OCT 22, 2015
Sounding the secular stagnation alarm bells

<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.

By Jeff Benjamin
RETIREMENT PLANNING OCT 22, 2015
Should you take a lump sum payout on your pension?

Consider these four things before taking that big chunk of money your former employer offers you.

By Bloomberg
RETIREMENT PLANNING OCT 22, 2015
These benefits are even more popular than raises

With wages stagnant, employers have found something else to attract and retain employees.

By Bloomberg
4 ways the Labor Department is about to rock our world
RETIREMENT PLANNING OCT 22, 2015
4 ways the Labor Department is about to rock our world

The proposed fiduciary standard will have the biggest impact since the deregulation of the securities industry a few decades ago.

By Joe Duran
RETIREMENT PLANNING OCT 21, 2015
Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020

New report forecasts $1.5T will flow to defined contribution and retail investment markets.

By Greg Iacurci
Carl Icahn campaigns against corporate inversions and for himself
EQUITIES OCT 21, 2015
Carl Icahn campaigns against corporate inversions and for himself

<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.

By Jeff Benjamin
RETIREMENT PLANNING OCT 21, 2015
Is it better to rent or buy?

Across the U.S., it's 23% cheaper for a young household to buy a home than to rent one. Find out where it's best to buy now.

By Bloomberg
Pension trade group believes DOL fiduciary rule is all but inevitable
RETIREMENT PLANNING OCT 21, 2015
Pension trade group believes DOL fiduciary rule is all but inevitable

American Society of Pension Professionals and Actuaries now plans to shape -- not kill -- the proposal.

By Mark Schoeff Jr.
Support grows to repeal Obamacare 'Cadillac tax'
PRACTICE MANAGEMENT OCT 21, 2015
Support grows to repeal Obamacare 'Cadillac tax'

Bipartisans in Congress &amp;mdash; as well as business and labor groups &amp;mdash; are coalescing to try to stop a tax on high-premium health care plans.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 20, 2015
How to hedge against triple whammy of Medicare price hikes

These three strategies can blunt the impact of 2016 cost increases.

By Katy Votava
Estimating college costs about to get easier
RETIREMENT PLANNING OCT 20, 2015
Estimating college costs about to get easier

Families will be able to use income data from two years before the student attends school on their federal financial aid forms, instead of data from the prior year.

By Liz Skinner