Retirement

Displaying 11706 results
ALTERNATIVES FEB 05, 2012

By MFXFeeder
ALTERNATIVES FEB 05, 2012
New Jersey's property taxes have jumped 66% since 2001

By Bloomberg
RETIREMENT PLANNING FEB 05, 2012
Matson: Advisers often play along with bad strategy to keep clients happy

By Bloomberg
Saving for retirement: Getting help from the boss
RETIREMENT PLANNING FEB 03, 2012
Saving for retirement: Getting help from the boss

If there is a silver lining to the financial crisis, it may be that Americans are finally waking up to the notion that they need to save more for retirement.

By Mary Beth Franklin
LIFE INSURANCE AND ANNUITIES FEB 03, 2012
NAIFA's Robert Miller pushes for compromise on fiduciary issue

Robert Miller isn't a typical member of the National Association of Insurance and Financial Advisors

By Mark Schoeff Jr.
Top corporations spent more on CEO comp, lobbying than taxes
REGULATION AND LEGISLATION FEB 03, 2012
Top corporations spent more on CEO comp, lobbying than taxes

Offshore tax havens reduced bill substantially; Levin, others target loopholes

By John Goff
GRAT pack would get smacked by Obama plan
RETIREMENT PLANNING FEB 03, 2012
GRAT pack would get smacked by Obama plan

Proposal to extend holding period would dramatically diminish usefulness of grantor trusts to clients

By John Goff
RETIREMENT PLANNING FEB 03, 2012
Legit financial advisers and scammers both targeting seniors

By Bloomberg
Fee disclosures could put the squeeze on 401(k) fund firms
RETIREMENT PLANNING FEB 02, 2012
Fee disclosures could put the squeeze on 401(k) fund firms

Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors

By Darla Mercado
Will Labor Department's request slow fiduciary proposal?
RETIREMENT PLANNING FEB 02, 2012
Will Labor Department's request slow fiduciary proposal?

DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis

By Mark Schoeff Jr.
RIAS FEB 02, 2012
Retirement plan brokers outsource fiduciary duties

As the Labor Department and lobbyists wrangle over who can provide advice to retirement plan participants, the marketplace has come up with an increasingly popular solution that satisfies current and potential requirements.

By Darla Mercado
RETIREMENT PLANNING FEB 02, 2012
Taking care of those left behind

Ten years later, Bernard M. Kiely still works with three of the 9/11 widows he met after volunteering his services through the New Jersey Society of Certified Public Accountants

By Darla Mercado
LIFE INSURANCE AND ANNUITIES FEB 01, 2012
New Allianz Life boss won't tinker with controversial distribution model

Indexed annuity program rewarding big Allianz sellers with exclusive products here to stay

By Darla Mercado
Headed to Indianapolis for the big game? Prepare for sticker shock
RETIREMENT PLANNING JAN 31, 2012
Headed to Indianapolis for the big game? Prepare for sticker shock

Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room

By Bloomberg
Forget miles, go for cash back with credit cards
RETIREMENT PLANNING JAN 31, 2012
Forget miles, go for cash back with credit cards

Best vendors offer rewards that are automatically deposited into investment accounts, expert says

By Bloomberg
Romney got whopping refund from IRS
REGULATION AND LEGISLATION JAN 31, 2012
Romney got whopping refund from IRS

Uncle Sam sent presidential candidate $1.6M check for 2010; 'paid 100 percent of what he owes'

By John Goff
Mayor of N.Y. Giants' hometown rooting against the team
RIAS JAN 31, 2012
Mayor of N.Y. Giants' hometown rooting against the team

James Cassella, mayor of East Rutherford, N.J., the town where New York Giants play their home games, wants the team to beat the San Francisco 49ers Sunday, but lose a fight against paying property taxes on their headquarters and training center.

By Doug Cubberley
Maryland, California governors seek boost in taxes on wealthy
RIAS JAN 31, 2012
Maryland, California governors seek boost in taxes on wealthy

States join federal government in looking to affluent to help trim budget shortfalls

By Bloomberg
INsider: Wealthy clients have targets on their backs
RIAS JAN 30, 2012
INsider: Wealthy clients have targets on their backs

The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed

By Bloomberg
Reduced! Clients' homes worth less again this year
RETIREMENT PLANNING JAN 30, 2012
Reduced! Clients' homes worth less again this year

Clients' homes were worth less again this year. The good news? The decline was the smallest in four years | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111027&amp;Category=FREE&amp;ArtNo=102709999&amp;Ref=PH>The lousiest housing markets in America &amp;raquo;</a> <a href=<a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111025&amp;Category=FREE&amp;ArtNo=102509999&amp;Ref=PH>The best-performing housing markets &amp;raquo;</a>

By John Goff