Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RETIREMENT RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner
RETIREMENT RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 20, 2013
Most retirees get only one chance to claim Social Security benefits

But a spouse can sometimes step up to a larger benefit later

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING SEP 19, 2013
Keep your retirement dream from going up in smoke

Learn the tricks financial advisers use to help clients achieve their retirement dreams

By Marine Cole
RETIREMENT RETIREMENT PLANNING SEP 19, 2013
Drastic changes to tax and estate planning for same-sex couples

Advisers should revisit estate-planning techniques now that the Treasury Department and the IRS recognize same-sex marriages for federal tax purposes. How will this impact your clients?

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 18, 2013
Overseas accounts come under new scrutiny

How a new tax law could affect your retirement funds

By lkonish
RETIREMENT RETIREMENT PLANNING SEP 17, 2013
Would you flunk this financial planning test?

Many Americans fail to document budgets, plan for emergencies, study shows

By Trevor Hunnicutt
RETIREMENT RETIREMENT PLANNING SEP 17, 2013
N.Y. insurance chief knocks life insurers for cutting capital reserves

Lawsky says companies operating in the state can't use modified model to calculate cushion.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING SEP 17, 2013
Preparing retirees for QE tapering

By MFXFeeder
RETIREMENT RETIREMENT PLANNING SEP 17, 2013
Risk altered as private equity moves into insurance

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 16, 2013
Prepare now for looming investment income tax

There's still time to strategize to minimize impact; trusts likely to feel the brunt

By Darla Mercado