Retirement

Displaying 11707 results
Probe of high-profile 401(k) fiduciary advocate could cost advisers business
RETIREMENT PLANNING APR 13, 2012
Probe of high-profile 401(k) fiduciary advocate could cost advisers business

DOL said to be investigating claims Hutcheson stole money from plan sponsors; he trumpeted fiduciary standard to Congress

By Darla Mercado
RIAS APR 11, 2012
If corporate tax rates were to drop

Some companies would benefit, but others would take a hit to earnings

By MFXFeeder
Death and taxes collide as fatal crashes mount on IRS filing day
TAX APR 10, 2012
Death and taxes collide as fatal crashes mount on IRS filing day

Deaths from traffic accidents around April 15, traditionally the last day to file individual income taxes in the U.S., rose 6% on average on each of the last 30 years of tax filing days compared with a day during the week prior and a week later.

By Doug Cubberley
RETIREMENT PLANNING APR 10, 2012
Advisers: Let me coach you on Social Security claiming-strategies

IRI agrees SS claiming strategies are crucial to a holistic retirement income plan. Send your SS questions to me and I'll post my answers.

By Mary Beth Franklin
RETIREMENT PLANNING APR 10, 2012
Secrets of social security: Your questions answered

After a recent appearance on Consuelo Mack's WealthTrack <a href=http://www.investmentnews.com/section/video?playerType=CMWealth&amp;bctid=1537880225001>(watch here)</a> discussing Social Security, <i>InvestmentNews</i> contributing editor Mary Beth Franklin quickly received more than 100 inquiries from advisers and investors about strategies and techniques for most effectively tapping this cornerstone of retirement income.

By Mark Bruno
RETIREMENT PLANNING APR 10, 2012
The 2012 InvestmentNews Retirement Income Summit

By Mark Bruno
Buffett rule tax bill would raise $31B over 10 years
RIAS APR 10, 2012
Buffett rule tax bill would raise $31B over 10 years

Implementing a &#8220;Buffett rule&#8221; to require a minimum 30 percent tax rate for the highest U.S. earners would raise $31 billion over the next decade, according to a government estimate.

By Doug Cubberley
Bleak retirement survey reveals silver lining for financial advisers
RETIREMENT PLANNING APR 10, 2012
Bleak retirement survey reveals silver lining for financial advisers

Americans who work with financial advisers are more conficent about their retirement prospects.

By Mary Beth Franklin
RETIREMENT PLANNING APR 10, 2012
No. 1 retirement concern: Fear of the unknown

The latest Retirement Confidence Survey is out today. For the 22nd year, the Employee Benefits Research Institute and Matthew Greenwald &amp; Associates have asked American workers about their retirement dreams and concerns

By Mary Beth Franklin
RIAS APR 10, 2012
Consumer Reports: Should brokerage clients be as content as they are?

Morgan Stanley, WellsTrade and Merrill Edge trail in Consumer Reports ranking of brokerages.

By Liz Skinner
RETIREMENT PLANNING APR 09, 2012
Mary Beth Franklin: I struck a nerve talking Social Security!

By Mark Bruno
RETIREMENT PLANNING APR 09, 2012
Smaller 401(k) plan advisers losing fight to stay afloat

Facing regulatory and cost pressures, many consider selling out to larger firms

By Darla Mercado
Fee disclosure regs crank up scrutiny on advisers
RETIREMENT PLANNING APR 09, 2012
Fee disclosure regs crank up scrutiny on advisers

The difficulties of self-benchmarking for advisers came up in a panel discussion this morning at the American Society of Pension Professionals and Actuaries' 2012 401(k) Summit in New Orleans.

By Darla Mercado
For 401(k) advisers, time to shelve old benchmarks
RETIREMENT PLANNING APR 09, 2012
For 401(k) advisers, time to shelve old benchmarks

Plan participation, investment options not true measures of performance

By Bloomberg
RETIREMENT PLANNING APR 09, 2012
When 401(k) fees become transparent

By MFXFeeder
RETIREMENT PLANNING APR 09, 2012
Industry groups to DOL on fiduciary data collection: Sorry, we can't help

Labor Department is seeking details on their members' IRAs

By Mark Schoeff Jr.
TAX APR 08, 2012
It's time to plan for 2012 taxes

By Liz Skinner
LIFE INSURANCE AND ANNUITIES APR 06, 2012
Hartford offers wealth management boss $2M bonus to stay for 11 months

By Bloomberg
Senate Democrats to offer their own small-business tax cut
RIAS APR 06, 2012
Senate Democrats to offer their own small-business tax cut

Senate Democratic leaders will introduce a bill that would provide tax relief for small businesses that hired new workers and purchased new capital equipment this year.

By Mark Schoeff Jr.
Edward Jones pulls plug on Hartford life, annuity sales
RETIREMENT PLANNING APR 06, 2012
Edward Jones pulls plug on Hartford life, annuity sales

The Hartford's surprise exit from several key businesses is still making waves in the advice industry. The latest news: Edward Jones has ceased selling the carrier's life insurance and annuities.

By Darla Mercado