Retirement

Displaying 11713 results
RETIREMENT PLANNING APR 24, 2013
LPL beefing up its compliance in wake of Massachusetts suit

In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

By Bruce Kelly
RETIREMENT PLANNING APR 22, 2013
NY Life cuts initial deposit for annuity to attract youth

But critics question whether younger workers should even be buying annuities

By Darla Mercado
LIFE INSURANCE AND ANNUITIES APR 22, 2013
ING U.S. sets stock offering price at $21-$24 a share

By Darla Mercado
RIAS APR 21, 2013
Bibliowicz says goodbye to National Financial Partners

After Madison Dearborn deal, Douglas Hammond takes over.

By Darla Mercado
RETIREMENT PLANNING APR 21, 2013
Fees net more revenue

A weak year for the IBD channel accentuated the value of steady income

By Bruce Kelly
RETIREMENT PLANNING APR 21, 2013
Throw caution to the wind? Not young boomers

Study finds people happier with lower return and guarantee than higher return only.

By Darla Mercado
RETIREMENT PLANNING APR 21, 2013
Younger workers would take brunt of Obama's IRA curb

Advisers mostly against the idea, calling limits 'counterproductive.'

By Darla Mercado
ALTERNATIVES APR 21, 2013
Tax reform of financial products?

The idea may be theoretically interesting, but it is too complex and practically unworkable

By Robert N. Gordon
RETIREMENT PLANNING APR 18, 2013
Giving spree seen complicating taxes

By Darla Mercado
RETIREMENT PLANNING APR 18, 2013
Obama backs new inflation formula for Social Security

Alternative benchmark would close 25% of 75-year shortfall.

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
Widower can collect survivor benefits now, retirement benefits later

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

By Mary Beth Franklin
RETIREMENT PLANNING APR 17, 2013
VA suitability tools speed up an increasingly daunting task

By Janowski Davis
RETIREMENT PLANNING APR 16, 2013
Fiduciary champion Hutcheson hit with more charges

Latest suit claims he violated ERISA in alleged $3.2 million theft from retirement plans

By Darla Mercado
Fiduciary advocate charged with plan theft worked for CalSTRS
RETIREMENT PLANNING APR 16, 2013
Fiduciary advocate charged with plan theft worked for CalSTRS

Giant pension fund retained Hutcheson last year to help with vetting of advisers; terminated contract in four months

By Darla Mercado
RETIREMENT PLANNING APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

By Darla Mercado
RETIREMENT PLANNING APR 14, 2013
Making the most of 401(k) accounts

By William P. Simon, Jr.
RETIREMENT PLANNING APR 14, 2013
Budget plan hard on high-net-worth

Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too

By Darla Mercado
RETIREMENT PLANNING APR 14, 2013
Permanent? That's five years under Obama estate tax plan

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

By Darla Mercado
RETIREMENT PLANNING APR 12, 2013
ING to cough up $5.2 million in Labor Department settlement

Insurer failed to disclose to retirement plan clients that it kept investment gains related to late trades.

By Darla Mercado