Retirement

Displaying 11712 results
First, start with tax simplification
RIAS JAN 13, 2013
First, start with tax simplification

Instead of offending various interest groups, let's try making taxes easier to calculate

By Evan Soltas
No linkage as Social Security stays unchained — for now
RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

By Mary Beth Franklin
AIG to America: Thanks — and you've been served!
LIFE INSURANCE AND ANNUITIES JAN 09, 2013
AIG to America: Thanks — and you've been served!

Just days after rolling out a campaign thanking America for its bailout, AIG now says it may be forced to sue the U.S. government over -- you guessed it -- the bailout.

By John Goff
Last chance for some clients to lower their 2012 tax bill
TAX JAN 09, 2013
Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity

By Mary Beth Franklin
RIAS JAN 09, 2013
Permanent AMT fix protects millions of middle-class taxpayers

By Mary Beth Franklin
RIAS JAN 09, 2013
Floating NAVs could prove taxing

By MFXFeeder
Mary Beth Franklin: For Social Security, it's 'till decade do us part'
RETIREMENT PLANNING JAN 07, 2013
Mary Beth Franklin: For Social Security, it's 'till decade do us part'

Marriage must last at least 10 years to claim Social Security benefits on ex-spouse

By Mary Beth Franklin
RETIREMENT PLANNING JAN 06, 2013
Real estate rebound taking hold

By Bruce Kelly
RIAS JAN 06, 2013
More fiscal challenges on the horizon

By Mark Schoeff Jr.
RETIREMENT PLANNING JAN 06, 2013
'Permanence' of estate taxes helps planners

By AOSTERLAND
RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

By Bruce Kelly
RETIREMENT PLANNING JAN 06, 2013
Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

By Darla Mercado
RIAS JAN 06, 2013
Advisers relieved, but wary of what may lie ahead

By Liz Skinner
After Obama win, wealthy scrambling to make tax moves
RIAS JAN 04, 2013
After Obama win, wealthy scrambling to make tax moves

Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'

By John Goff
RETIREMENT PLANNING JAN 04, 2013
IRS hikes tax break for LTCI premiums

Small-business owners stand to benefit from deductions

By Darla Mercado
Firm run by L.A Dodgers' owner buys big annuity seller
RETIREMENT PLANNING JAN 03, 2013
Firm run by L.A Dodgers' owner buys big annuity seller

Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant

By John Goff
Social Security: More on how to collect on your ex
RETIREMENT PLANNING JAN 03, 2013
Social Security: More on how to collect on your ex

Even a self-professed expert gets it wrong sometimes

By Mary Beth Franklin
TAX JAN 02, 2013
Buffett: Rate hikes won't deter wealthy investors

By Bloomberg
RETIREMENT PLANNING JAN 01, 2013
Investing in Retirement Using a Global Dividend Income Strategy

For clients who are within five years of retirement, investment consultants would be wise to heed that well-known value investor Benjamin Graham, who said that the investor “will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.” We believe that an investment strategy that cultivates a substantial and growing cash flow via dividend and interest income can be an attractive solution for retirees who are trying to balance present income needs with future purchasing power. The combined focus on a rising income stream plus acceptable risk-adjusted total return may help keep retirees on path during difficult markets.consultants are rethinking how to help baby-boomer clients build sustainable retirement plans.

By Thornburg Investments
RETIREMENT PLANNING JAN 01, 2013
Senate's post-midnight budget deal moves pressure to Boehner

The Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts.

By FGabriel