Retirement

Displaying 11713 results
RETIREMENT PLANNING FEB 10, 2013
Retirement planning can hurt health

Higher Medicare premiums threaten traditional retirement income planning

By Mary Beth Franklin
RETIREMENT PLANNING FEB 10, 2013
IRS plans to update guidance on Roth options

Expanded options are contained in the American Tax Relief Law, which was signed by President Barack Obama on Jan. 2.

By Robert Steyer
RETIREMENT PLANNING FEB 10, 2013
Low-rate environment means slower withdrawal pace: Study

A 2.8% withdrawal rate over a retirement period of 30 years, with a 40% allocation to stocks, is the recipe for a 90% success rate if rates continue to stay low

By Darla Mercado
RETIREMENT PLANNING FEB 07, 2013
Lump sum payouts for Social Security? Yep

Some retirees qualify for up to six months of retroactive benefits; pay for those larger items

By Mary Beth Franklin
RETIREMENT PLANNING FEB 07, 2013
Americans want to prop up Social Security — but not on their backs

Large support for lifting contribution cap, raising payroll tax over lengthy-time period; don't touch my bennies

By Mary Beth Franklin
RETIREMENT PLANNING FEB 06, 2013
New regs leave 401(k) biz 'wide open' for advisers

Heightened scrutiny seen as a foot in the door; some drawbacks, too.

By Darla Mercado
RETIREMENT PLANNING FEB 06, 2013
Congress gives Roth 401(k)s new life

By Craig Brimhall
TAX FEB 05, 2013
Tax reform may find its way through partisan thicket

By Mark Schoeff Jr.
RETIREMENT PLANNING FEB 05, 2013
Goldman offers DC plans true alternative with novel fund

Taking a step toward portfolio diversification

By Jeff Benjamin
ING sends incorrect statements to 75,000 VA customers
RETIREMENT PLANNING FEB 04, 2013
ING sends incorrect statements to 75,000 VA customers

Notices contained account balance errors, wrong names; cause of error discovered

By Darla Mercado
RETIREMENT PLANNING FEB 03, 2013
Hello, I must be going: Revolving door spins quickly at Nationwide

After seven months on the job, Hilsheimer leaves post as president of retirement unit

By Darla Mercado
RETIREMENT PLANNING FEB 03, 2013
Back to square one

By Darla Mercado
RETIREMENT PLANNING FEB 03, 2013
Q&A: Morningstar's David Blanchett

By Liz Skinner
RETIREMENT PLANNING FEB 03, 2013
Analysts wary of PE annuities

By Darla Mercado
RIAS JAN 31, 2013
Genworth shrinks again, sells off wealth management unit

Executives at Genworth Financial took another step in their downsizing with the announcement of the much-anticipated sale of its wealth management unit. Who bought it? Darla Mercado has the details.

By Darla Mercado
RETIREMENT PLANNING JAN 31, 2013
Barro: In flap over 'Makers and Takers,' Ryan a faker

Rep.'s attacks on Obama's 'twist of terms' feature some twists of his own

By Josh Barro
Credit-worth of Genworth gets worse, nears junk
RETIREMENT PLANNING JAN 31, 2013
Credit-worth of Genworth gets worse, nears junk

S&P lowers rating on insurer to lowest investment-grade level

By John Goff
Genworth latest to rein in LTC insurance offerings
RETIREMENT PLANNING JAN 31, 2013
Genworth latest to rein in LTC insurance offerings

Carrier to suspend sale of lifetime benefits, 10-pay versions of product; changes to kick in July 29

By Darla Mercado
RETIREMENT PLANNING JAN 29, 2013
Retirement income shortcuts not always best route

it is understandable when people rely on simple retirement maxims to get past their insecurities and fears. Unfortunately, those adages are often a poor fit.

By Dune Thorne
Aviva-Athene deal prompts hope, certainty for insurance agents
RETIREMENT PLANNING JAN 29, 2013
Aviva-Athene deal prompts hope, certainty for insurance agents

Fingers crossed for product enhancements, ratings upgrades.

By Darla Mercado