Retirement

Displaying 11713 results
MetLife VA income benefit melting, melting
RETIREMENT PLANNING MAY 31, 2013
MetLife VA income benefit melting, melting

Latest product features 4% withdrawal rates; can advisers do better on their own?

By Darla Mercado
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Public servants get short end of Social Security stick

Windfall Elimination Provision trims benefits; spousal benefits can be wiped out

By Mary Beth Franklin
RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Undone by the do-over strategy

Plans to repay early Social Security benefits halted by recent rule change

By Mary Beth Franklin
TAX MAY 30, 2013
Irony alert: IRS scandal puts tax reform on hold

Tough to enact tax reform when everybody's attacking the tax man, says Vanguard's Washington watcher.

By Darla Mercado
RETIREMENT PLANNING MAY 29, 2013
Urgency to fix Social Security financing growing

Sufficient funds to pay full retirement benefits through 2033, then three quarters of benefits through 2087.

By Mary Beth Franklin
TAX MAY 29, 2013
Natalie Choate: The best and worst tax strategies

Creativity counts when figuring out how to mitigate the hit on retirement income, tax expert says

By Darla Mercado
RETIREMENT PLANNING MAY 29, 2013
Coming to Gen-Xers in retirement: Downward mobility

The Great Recession did a number on retirement savings of Generation X; early boomers, not so much.

By Mary Beth Franklin
TAX MAY 29, 2013
Crowd funding presents a new area of tax planning expertise

Fund recipients, entrepreneurs could use a bit of guidance

By Darla Mercado
Power grab? Consumer agency may dig into retirement savings biz
RETIREMENT PLANNING MAY 29, 2013
Power grab? Consumer agency may dig into retirement savings biz

Consumer Financial Protection Bureau worried about investment scams.

By Gregory Crawford
MUTUAL FUNDS MAY 28, 2013
Comparing the advantages of SMAs

By MFXFeeder
RETIREMENT PLANNING MAY 26, 2013
Avoid getting undone by the do-over strategy

By Mary Beth Franklin
RETIREMENT PLANNING MAY 26, 2013
All-bond VA from Pru gets tepid reception

By Darla Mercado
BROKER DEALERS MAY 24, 2013
AIG completes Woodbury Financial Services deal

Insurer's B-D group now has more than 6,000 independent reps and advisers.

By Bruce Kelly
RETIREMENT PLANNING MAY 24, 2013
Online tools simplify planning

By Darla Mercado
RETIREMENT PLANNING MAY 22, 2013
Social Security software options

With different levels of sophistication and price, which claiming-strategy tool is optimal?

By Janowski Davis
RIAS MAY 21, 2013
Madison Dearborn to buy NFP for $1.3 billion

Deal ends roller-coaster ride for wealth management aggregator.

By DJAMIESON
LIFE INSURANCE AND ANNUITIES MAY 21, 2013
Bibliowicz to step down as CEO of National Financial Partners

The CEO of massive insurance broker and wealth management outfit NFP will be stepping down in May, according to a filing with the SEC.

By Darla Mercado
RETIREMENT PLANNING MAY 20, 2013
Mary Beth Franklin: The surest way to boost your Social Security paycheck

In this video interview on Morningstar, <i>IN's</i> retirement guru discusses the benefit of delaying retirement.

By John Goff
RETIREMENT PLANNING MAY 19, 2013
Financial insecurity awaits Gen Xers in retirement

By Mary Beth Franklin
TAX MAY 19, 2013
IRS scandal throws wrench into tax reform

Controversy seen slowing efforts to revise the code

By Darla Mercado