Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAY 05, 2013
Float suit vs. Fidelity

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 03, 2013
More Americans giving up citizenship to dodge taxes

But financial advisers warn such moves could cost you more

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAY 02, 2013
Advisers affronted by "Frontline" piece

Reaction to documentary split along party lines -- rep or fiduciary.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 02, 2013
SEC halts trading in embattled LTCI seller

Penn Treaty's last financial statement filed in 2008; policyholders in limbo

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 02, 2013
ING on a voyage to change its name, not its color

Insurer close to being spun off in an initial public offering; business to remain the same.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 01, 2013
Profits take the day as fewer employers match kick-ins to 401(k)s

Drop-off in companies making contributions to retirement plans; trend not 'abating anytime soon'

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAY 01, 2013
Social Security rules define when a spouse is a spouse

There's no exception for the gray area of legally separated couples.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 29, 2013
Making Social Security claiming strategies a little easier

Software options vary by sophistication and price. Which is right for you?

By Janowski Davis
RETIREMENT RETIREMENT PLANNING APR 29, 2013
Claiming Social Security, you're either married or not

Legaly separation doesn't change Uncle Sam's view of your status

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 29, 2013
How long you're hitched makes big difference in Social Security payouts

Various rules apply for spouses, ex-spouses and survivors; did you expect anything different?

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 28, 2013
Mutual fund costs for 401(k) plans still dropping

Don't look now, but gains in the stock market have kept pressure on the cost of mutual funds in 401(k)s. The popularity of index and no-load funds has helped, too.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING APR 28, 2013
Disability automatically converts to retirement benefits at 66

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Facing sky-high LTC costs, clients nurse Medicaid hopes

But misunderstandings about the national program abound; poor planning can leave retirees in a bad place

By Darla Mercado
Ignoring women's health-care costs 'reckless': Experts
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

By Liz Skinner
Mary Beth Franklin: Does LTC insurance still make sense?
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Mary Beth Franklin: Does LTC insurance still make sense?

Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.

By Mary Beth Franklin