Retirement

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RETIREMENT PLANNING NOV 05, 2012
Retirement plan limits less limited next year

But catch-up contribution caps for workers 50 and older remain unchanged

By Mary Beth Franklin
Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

By Mary Beth Franklin
Low-cost long-term care? It's a southern thing
RETIREMENT PLANNING NOV 04, 2012
Low-cost long-term care? It's a southern thing

States below the Mason-Dixon line least expensive for nursing homes, assisted living

By Darla Mercado
RETIREMENT PLANNING NOV 04, 2012
MassMutual keeps payout at 7% for '13

By Darla Mercado
FINTECH NOV 04, 2012
No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES NOV 04, 2012
Insurers prepare for new risk management law

By MFXFeeder
RIAS NOV 04, 2012
Options for an uncertain AMT

By Mark Schoeff Jr.
RIAS NOV 04, 2012
Cut exposure to Medicare taxes

By Jeff Benjamin
RETIREMENT PLANNING OCT 31, 2012
401(k) balances up dramatically

Market gains help boost average account balance to $75,900.

By Gregory Crawford
RETIREMENT PLANNING OCT 29, 2012
End of pension tax breaks would pay for 'stupid stuff,' says ASPPA boss

Group launches lobbying plan to protect deferrals; 'threat is nonpartisan'

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 29, 2012
Rob Arnott: The glide path illusion

The basic premise behind the glide path retirement strategy is flawed, according to Rob Arnott, CEO of Research Affiliates.

By Bloomberg
RETIREMENT PLANNING OCT 28, 2012
President Obama or President Romney?

By AOSTERLAND
RETIREMENT PLANNING OCT 28, 2012
Employer-sponsored retiree benefits fading

By Darla Mercado
RETIREMENT PLANNING OCT 28, 2012
Scary: Retirement expectations, goals unrealistic

By MFXFeeder
RETIREMENT PLANNING OCT 28, 2012
Mortgage REIT CEO was industry trailblazer

By Bloomberg
RETIREMENT PLANNING OCT 28, 2012
Letters: Oct. 29

By MFXFeeder
RETIREMENT PLANNING OCT 26, 2012
Legg Mason's Bill Miller seeks redemption as housing bull

By Bloomberg
RETIREMENT PLANNING OCT 26, 2012
Immediate gratification can take huge toll on retirement

By Bloomberg
RIAS OCT 26, 2012
Eight tax strategies for advisers to consider

By Paul Menchaca
RIAS OCT 26, 2012
Traditional tax planning 'turned on its head' this year

That's the song the band played when Cornwallis surrendered to the upstart Americans at Yorktown. It should also be the theme music for this year's tax-planning season. Here's why.

By Liz Skinner