Retirement

Displaying 11706 results
MetLife's bank divestment a mixed blessing for ratings: Analysts
LIFE INSURANCE AND ANNUITIES JAN 03, 2012
MetLife's bank divestment a mixed blessing for ratings: Analysts

Moody's: Bank sale eliminates Fed oversight but gives Met competitive chops

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 01, 2012
No financial resolve

By Liz Skinner
Munis still a 'danger zone,' warns Whitney
RETIREMENT PLANNING DEC 30, 2011
Munis still a 'danger zone,' warns Whitney

State and local governments not nearly out of the woods, analyst says

By John Goff
BlackRock: Munis face threat of 'super downgrade'
RETIREMENT PLANNING DEC 30, 2011
BlackRock: Munis face threat of 'super downgrade'

Ratings cuts of two or more notches are expected to pick up over the summer as agencies review their methodologies

By Bloomberg
No repeat of muni miracle in 2012
RETIREMENT PLANNING DEC 30, 2011
No repeat of muni miracle in 2012

Returns for top-rated tax-exempt paper on a par with Treasuries; lower-rated debt the better bet, say experts

By John Goff
RETIREMENT PLANNING DEC 30, 2011
Michael Kitces: Power Tweeter delves into financial science

By Davis Janowski
TAX DEC 29, 2011
Ultrarich are aware of tax loophole on unrealized gains

By Bloomberg
RETIREMENT PLANNING DEC 28, 2011
Gifting on the rise as rich look to duck 55% estate tax

Wealthy locking in 35% tax rate before death tax returns; 'Throw Momma from the Train' law

By Bloomberg
RETIREMENT PLANNING DEC 28, 2011
Steinbrenner's death raises estate tax issue

Even in death, George Steinbrenner went out a winner.

By Bloomberg
Thirty-year fixed still fixed below 4%
RETIREMENT PLANNING DEC 27, 2011
Thirty-year fixed still fixed below 4%

Eight straight weeks home loans have hovered around record lows; should client's refi?

By John Goff
Millionaires: Go ahead and tax the rich — just not us
REGULATION AND LEGISLATION DEC 27, 2011
Millionaires: Go ahead and tax the rich — just not us

More than 70% agree that wealthy should kick in more, but half say they're not wealthy

By John Goff
Rich already feeling the pinch in this affluent state
REGULATION AND LEGISLATION DEC 27, 2011
Rich already feeling the pinch in this affluent state

New Jersey's wealthy saying goodbye to on-demand garbage pick up, hello to higher property taxes

By John Goff
RETIREMENT PLANNING DEC 27, 2011
10 cities where home prices are still skidding

By John Goff
No guarantees, but life insurers look set for revival in 2012
LIFE INSURANCE AND ANNUITIES DEC 27, 2011
No guarantees, but life insurers look set for revival in 2012

Low interest rates seen as manageable; stock prices 'beaten down to ridiculous levels'

By Darla Mercado
RIAS DEC 27, 2011
VA carriers hunkering down

By Darla Mercado
Allianz Life names new CEO
LIFE INSURANCE AND ANNUITIES DEC 23, 2011
Allianz Life names new CEO

Walter White takes helm of U.S. ops, arrives with brokerage expertise

By Darla Mercado
For plan sponsors, check's in the mail — but nobody's home
RETIREMENT PLANNING DEC 23, 2011
For plan sponsors, check's in the mail — but nobody's home

Getting uncashed benefit checks to ex-employees a growing problem; death a bigger complication

By John Goff
Data dump bigger burden on retirement plan advisers
RETIREMENT PLANNING DEC 23, 2011
Data dump bigger burden on retirement plan advisers

Required disclosures mean advisers can easily benchmark performance; onus on advisers to prod stragglers to do better

By Darla Mercado
LIFE INSURANCE AND ANNUITIES DEC 21, 2011
Aon survey: Slowdown still No. 1 risk

An economic slowdown remains the No. 1 risk facing businesses, according to Aon Corp.'s biennial Global Risk Management Survey of global risk managers and chief financial officers

By Mike Tsidoudakis
LIFE INSURANCE AND ANNUITIES DEC 20, 2011
Exit, stage left

Sun Life's recent exit from the variable annuity business is just the latest sign that carriers aren't thrilled by the risks such long-term investments carry. With several insurers backing out of the business, and others reining in benefits and raising prices, 2011 may go down as the year of the vanishing VA | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110912&amp;Category=FREE&amp;ArtNo=912009999&amp;Ref=PH?>Advisers favorite VA providers &amp;raquo;</a>

By John Goff