Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Hartford unwraps VA buyout offer

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Why the merry widow is so merry

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Thompson grounded

By MFXFeeder
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
How self-employment made my season bright

By Mary Beth Franklin
Figuring out Social Security spousal benefit requires some ciphering
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Figuring out Social Security spousal benefit requires some ciphering

Sometimes it's a lot more complicated than just dividing by 2

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
Float hopes? Another investor sues Fidelity over use of temporary funds

Another plan participant has filed suit against Fidelity, claiming the company misused float income generated off of some $46B held in 401(k) accounts.

By Darla Mercado
Fidelity annuities vet jumps to Bank of America
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
Fidelity annuities vet jumps to Bank of America

Jeff Cimini takes on new role as head of personal retirement

By Darla Mercado
Self-employment a halfway house for retirement
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
Self-employment a halfway house for retirement

Home-based work makes for a good transistion for clients looking to ease into their golden years

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
No surrender: Advisers have 'obligation' to talk life settlements with clients

A policy buyer says such transactions make plenty of sense for certain groups of people

By Liz Skinner
VA buyback offers raising hackles in B-D Land
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
VA buyback offers raising hackles in B-D Land

Recent VA buyback offers by insurers are getting a frosty reception from B-Ds. Here's why.

By Darla Mercado
Annuity sales show Guggenheim not so crazy with buying binge
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
Annuity sales show Guggenheim not so crazy with buying binge

Big rise in market share for Security Benefit, EquiTrust; generous benefits

By Darla Mercado
Advocates for retirement tax incentives gird for 2013 battle
RETIREMENT RETIREMENT PLANNING JAN 16, 2013
Advocates for retirement tax incentives gird for 2013 battle

Stepping up lobbying to protect 401(k)s, IRA deferrals; 'laying down a marker'

By Mark Schoeff Jr.
Mary Beth Franklin: The one thing advisers should know about Social Security
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

By Mary Beth Franklin
Should widows take survivor or retirement benefits?
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 14, 2013
Premiums contribute to insurance spending boost in 2012, survey says

More than a third of Americans spent more last year to insure everything from homes, cars and boats to their own life and health.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JAN 13, 2013
Ponnuru: Conservatives' income equality argument pure tripe

Celebrating rising value of health benefits a real reach; wage stagnation the issue

By Ramesh Ponnuru
Now, it's Treasury that's pulling cash from its retirement plan to pay bills
RETIREMENT RETIREMENT PLANNING JAN 13, 2013
Now, it's Treasury that's pulling cash from its retirement plan to pay bills

Move to suspend investments will give the government about $156B in breathing room.

By Darla Mercado
No linkage as Social Security stays unchained — for now
RETIREMENT RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

By Mary Beth Franklin
Mary Beth Franklin: For Social Security, it's 'till decade do us part'
RETIREMENT RETIREMENT PLANNING JAN 07, 2013
Mary Beth Franklin: For Social Security, it's 'till decade do us part'

Marriage must last at least 10 years to claim Social Security benefits on ex-spouse

By Mary Beth Franklin