Retirement

Displaying 11716 results
IRA ALERT OCT 13, 2013
IRA Alert: Tax court shoots down medical exception

By Ed Slott
RETIREMENT PLANNING OCT 13, 2013
Schwab ETF 401(k) platform has hiccup

Expected to launch in fourth quarter, platform hits regulatory snag.

By Darla Mercado
TAX OCT 13, 2013
James Glassman touts taxing consumption instead of earnings

Live from the IMCA conference: 'Policy change is really key to growth,' he says

By Jeff Benjamin
RETIREMENT PLANNING OCT 11, 2013
A doctor deconstructs the Affordable Care Act

Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.

By Darla Mercado
RETIREMENT PLANNING OCT 11, 2013
T. Rowe bans 1,300 airline workers from trading 401(k) accounts

Group banned in an attempt to deter en-masse trading

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
New details on Allianz's latest annuity product

The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
Some Allianz variable annuities hit with fee hikes as firm dials back

Though many clients will see fees rise for protection riders, some will experience a decrease.

By Darla Mercado
RETIREMENT PLANNING OCT 10, 2013
VA changes puzzle advisers

By Darla Mercado
RETIREMENT PLANNING OCT 09, 2013
The 800-lb. health care gorilla in the room

Plan for potential costs in separate pool of money — and stay healthy.

By Liz Skinner
RETIREMENT PLANNING OCT 09, 2013
Watchdog Belth's Insurance Forum to cease publication

Industry gadfly to continue writing on his blog.

By Darla Mercado
RETIREMENT PLANNING OCT 09, 2013
Social Security and common-law marriage: Oil and water?

In some cases, spousal benefits available without a marriage certificate

By Mary Beth Franklin
RETIREMENT PLANNING OCT 08, 2013
Financial advisers step in to help furloughed workers

Experts break down the choices available to investors hit by government shutdown

By Liz Skinner
RETIREMENT PLANNING OCT 08, 2013
Quarter of investors have no financial plan

“It's hard to reach a destination that you haven't charted a map to," expert says

By Megan Durisin
RETIREMENT PLANNING OCT 07, 2013
Don't let the tax tail wag the dog

Strategies to mitigate new surtax could kick Medicare prices higher

By Darla Mercado
RETIREMENT PLANNING OCT 04, 2013
Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

By Liz Skinner
RETIREMENT PLANNING OCT 04, 2013
Shutdown leads retirement plan regulator to hit pause

Labor Department's hiatus to delay investigations, enforcement actions

By Darla Mercado
RETIREMENT PLANNING OCT 04, 2013
Gundlach to oversee $450M in annuities push

By Matt Ackermann
RETIREMENT PLANNING OCT 04, 2013
Health insurance exchange cost info released

Government also releases examples of how coverage could work.

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2013
Found: lost Social Security funds

How one woman stumbled on retroactive benefits she didn't know she was owed

By Mary Beth Franklin
RETIREMENT PLANNING OCT 02, 2013
Social Security: Making up for lost time

By Mary Beth Franklin