Retirement

Displaying 11703 results
RETIREMENT PLANNING JAN 02, 2011
Shift in public pensions seen benefiting advisers

By Darla Mercado
TAX JAN 02, 2011
Don't overlook tax efficiency

By MFXFeeder
FIXED INCOME JAN 02, 2011
How to start the year off right

By MFXFeeder
EQUITIES DEC 30, 2010
Nearly 100 takeover targets for 2011, Morningstar says

Nimble investors could jump on some attractive acquisition candidates ahead of the unfolding 2011 takeover wave, according to the latest research from Morningstar Inc.

By Jeff Benjamin
RIAS DEC 30, 2010
Mariner buys CBIZ wealth business

The 24-employee unit will continue to work out of seven different cities

By Dan Jamieson
RETIREMENT PLANNING DEC 29, 2010
The most popular funds in the 401(k) market

The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.

By Jessica Toonkel
Will cost-basis reporting help or muddle clients?
TAX DEC 23, 2010
Will cost-basis reporting help or muddle clients?

New IRS rules kick in next year; outcomes 'they don't expect'

By John Goff
TAX DEC 23, 2010
Congress provides certainty on taxes — at least for now

Investment advisers now can confidently tell their clients they don't need to rush stock or real estate sales, or scramble to gift chunks of their estate to heirs before the end of the year.

By Mark Schoeff Jr.
IRS pushes back filing date for itemizers
TAX DEC 21, 2010
IRS pushes back filing date for itemizers

Delay will effect about a third of taxpayers who break out their deductions on returns

By John Goff
Death tax could still be killed
RIAS DEC 21, 2010
Death tax could still be killed

Business groups, Republicans vow to dismantle the provision, piece by piece

By John Goff
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements
RETIREMENT PLANNING DEC 21, 2010
U.S. public: Cut the deficit, but don't raise taxes or touch entitlements

When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'

By John Goff
RIAS DEC 20, 2010
The Power 20

Who will be the movers and shakers affecting the financial services industry in 2011?

By Mark Bruno
REGULATION AND LEGISLATION DEC 19, 2010
House budget chairman targets tax breaks

A leader of Republican efforts to cut government spending and tackle the federal deficit indicated Thursday that he embraces the idea of cutting so-called tax expenditures.

By Mark Schoeff Jr.
RIAS DEC 19, 2010
BAM buys 401(k) plan provider

BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.

By Dan Jamieson
LIFE INSURANCE AND ANNUITIES DEC 19, 2010
New York Life, MassMutual sued over Madoff investments

By Darla Mercado
RETIREMENT PLANNING DEC 19, 2010

By MFXFeeder
Incite: Liberal foes of tax plan threaten middle class
RIAS DEC 17, 2010
Incite: Liberal foes of tax plan threaten middle class

Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?

By Bloomberg
REGULATION AND LEGISLATION DEC 17, 2010
Dems grouse over death tax, but Obama deal likely to fly

Despite grousing from the left, it looks as if Republicans will get pretty much what they want on estate tax policy — if, as expected, Congress approves a bill that would extend all Bush-era tax cuts for two years

By Mark Schoeff Jr.
REGULATION AND LEGISLATION DEC 17, 2010
Tax cut bill clears Senate hurdle with ease

Legislation that would extend for two years Bush administration tax cuts for all income levels cleared a Senate hurdle today.

By Mark Schoeff Jr.
RETIREMENT PLANNING DEC 17, 2010
Financial advisers fear possible rollover rules

Regulations may prohibit reps, providers from competing in the lucrative market

By Darla Mercado