Retirement

Displaying 11711 results
RETIREMENT PLANNING DEC 10, 2012
Worker suit over Verizon retirement plan handoff now a class action

Judge grants status in high-profile case; baton handed to Prudential

By Darla Mercado
Clients kind of blue over IBM's 401(k) surprise
RETIREMENT PLANNING DEC 10, 2012
Clients kind of blue over IBM's 401(k) surprise

Corporate bellwether's move to annual lump sum match seen as coming attraction; new planning required

By Darla Mercado
RETIREMENT PLANNING DEC 09, 2012
Many unaware of this Social Security twist

By MFXFeeder
IRA ALERT DEC 09, 2012
Sandy could blow through IRAs

By Ed Slott
RETIREMENT PLANNING DEC 09, 2012
Tweaking your home to 'age in place'

By Bloomberg
RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

By Bruce Kelly
RIAS DEC 09, 2012
Big-Four accountant wins appeal

By MFXFeeder
RETIREMENT PLANNING DEC 09, 2012
The case for fixed-indexed annuities

By Doug Wolff
RETIREMENT PLANNING DEC 09, 2012
Investing strategies as taxes rise

By Jeff Benjamin
RETIREMENT PLANNING DEC 07, 2012
Nursing homes bleed assets dry: Study

Median household wealth zapped by stay of over thirty days; the good news — once you're broke, Medicare kicks in

By Darla Mercado
RIAS DEC 06, 2012
Buffett: Wealthy tax-avoiders 'the moochers'

Berkshire boss takes direct shot at Romney's '47 percent'; backs minimum levy

By John Goff
RETIREMENT PLANNING DEC 06, 2012
Insurer settles charges that it slow-paid on LTCI claims

On follow-up exam, regulators found Bankers Life had not fully implemented previous recommendations

By Darla Mercado
RIAS DEC 05, 2012
Barro: Attacks on broadening the tax base baseless

Close to $1T could be raised by limiting deductions; hey, it's a start

By Josh Barro
Them's the brakes: VA sales skid
RETIREMENT PLANNING DEC 05, 2012
Them's the brakes: VA sales skid

Off 8% in third quarter; MetLife drops to No. 3 behind Pru, Jackson National

By Gregory Crawford
TAX DEC 05, 2012
Peter Schiff: Fiscal cliff not the problem — it's the solution

The outspoken CEO of Euro Pacific Capital says the fiscal cliff is simply a legal trigger that will trim the deficit in 2013 by automatically implementing spending cuts and tax increases.

By Bloomberg
RETIREMENT PLANNING DEC 05, 2012
MassMutual settles with SEC over VA disclosures

Carrier failed to reveal the negative impact of a growth cap on rider; agents also confused.

By Darla Mercado
Big VA seller puts the brakes on
RETIREMENT PLANNING DEC 05, 2012
Big VA seller puts the brakes on

Stop us if you've heard this one before: Another big seller of variable annuities has tamped down on the business.

By Darla Mercado
RETIREMENT PLANNING DEC 04, 2012
Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing

Chemistry, services more important than fees: Franklin Templeton

By Darla Mercado
Advisers not very confident on their annuity know-how
RETIREMENT PLANNING DEC 04, 2012
Advisers not very confident on their annuity know-how

Morningstar research shows that advisers prefer systematic withdrawals in retirement; lack confidence in their annuity know-how.

By Darla Mercado
Mutual insurers ramp up development of deferred-income annuities
RETIREMENT PLANNING DEC 04, 2012
Mutual insurers ramp up development of deferred-income annuities

'Buy now, get income later' is becoming a sellable argument to clients

By Darla Mercado