Retirement

Displaying 11709 results
RETIREMENT PLANNING MAY 14, 2012
Making the most of benefits for your clients

By MFXFeeder
RIAS MAY 14, 2012
Advisers struggle with disputes over asset valuations

By Bruce Kelly
RETIREMENT PLANNING MAY 14, 2012
Longevity insurance faces hurdles to become a retirement option

By Darla Mercado
RETIREMENT PLANNING MAY 14, 2012
Health care costs, planning take on more importance

By AOSTERLAND
RETIREMENT PLANNING MAY 14, 2012
Making the case for annuities

By Darla Mercado
Romney aims to wield ax on max tax
RIAS MAY 14, 2012
Romney aims to wield ax on max tax

Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth

By John Goff
LIFE INSURANCE AND ANNUITIES MAY 13, 2012
VA surrenders jumped after Hartford bowed out

By Darla Mercado
Windfall or downfall? Clients often lost with found money
RETIREMENT PLANNING MAY 10, 2012
Windfall or downfall? Clients often lost with found money

Unexpected big check can throw people's bearings off; 'shock and denial'

By AOSTERLAND
Advisers short-sighted about long-term care
RETIREMENT PLANNING MAY 10, 2012
Advisers short-sighted about long-term care

Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject

By Darla Mercado
Elderly investors bilked in annuities scam to get bubkes
RETIREMENT PLANNING MAY 10, 2012
Elderly investors bilked in annuities scam to get bubkes

Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAY 10, 2012
Long-term-care insurance may go way of the dinosaur

By Darla Mercado
RETIREMENT PLANNING MAY 10, 2012
Fighting for market share in the LTC business

A handful of publicly held life insurers dominate the market for traditional long-term-care insurance, but mutual life insurers are beginning to make inroads with agents and financial advisers.

By Darla Mercado
Putnam's Reynolds aim to put retirement security on election agenda
RETIREMENT PLANNING MAY 09, 2012
Putnam's Reynolds aim to put retirement security on election agenda

Executive lays out three points he says should be addressed in every campaign

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES MAY 09, 2012
Advisers shortsighted about long-term care

By Darla Mercado
Wealthy Americans line up to give up passports in Swiss capital
RIAS MAY 09, 2012
Wealthy Americans line up to give up passports in Swiss capital

Renouncements are up sevenfold in Bern since UBS whistle-blower triggered crackdown four years ago

By Doug Cubberley
Advisers stepping up with tax tips accountants are ignoring
TAX MAY 09, 2012
Advisers stepping up with tax tips accountants are ignoring

Coming tax law changes necessitate a closer look at strategies

By LKUYKENDALL
TAX MAY 09, 2012
Advisers worry about future of retirement savings incentives

By Mark Schoeff Jr.
TAX MAY 09, 2012
The 'Buffett rule' is getting old

By MFXFeeder
This state's lottery players are the country's biggest suckers
RETIREMENT PLANNING MAY 09, 2012
This state's lottery players are the country's biggest suckers

Georgia's citizens doing the most damage to their personal finances by trying to hit it big, data shows

By John Goff
RETIREMENT PLANNING MAY 07, 2012
Start now with end-of-life discussions: Expert

Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial

By cmollison