Retirement Planning

Displaying 7913 results
RETIREMENT 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 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
Death tax could still be killed
RETIREMENT 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 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
RETIREMENT RIAS DEC 20, 2010
The Power 20

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

By Mark Bruno
RETIREMENT 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
RETIREMENT RETIREMENT PLANNING DEC 19, 2010

By MFXFeeder
Incite: Liberal foes of tax plan threaten middle class
RETIREMENT 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
RETIREMENT 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
RETIREMENT RIAS DEC 14, 2010
Death tax gets new life

Democrats may not be happy with the Administration's plan to revive the levy, but there may not be much they can do about it. Here's how things shake out right now.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING DEC 13, 2010
Special report: Lifestages

In the final installment of this four-part series, <i>InvestmentNews</i> examines how advisers' relationships with 75+ year-old clients is changing considerably.

By Mark Bruno
New Medicare law could spark client-adviser talks
RETIREMENT RETIREMENT PLANNING DEC 12, 2010
New Medicare law could spark client-adviser talks

End-of-life planning seen raising awareness of issue; living will crucial

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 12, 2010
Our already broken pension system is being destroyed

In yet another example of &#8220;innumeracy&#8221; when it comes to retirement adequacy, the Bipartisan Policy Center &#8212; which insists that affluent people will retire rich and don't deserve tax breaks &#8212; has proposed tackling the deficit by halving the amount that employers and employees can contribute to 401(k) accounts

By Jane White
RETIREMENT RETIREMENT PLANNING DEC 12, 2010
Program helps women cope with 'life transitions'

An enormous number of women aren't getting the help they need to navigate major life changes

By Deborah Nason
Riled-up Dems say estate tax plan 'a bridge too far'
RETIREMENT RETIREMENT PLANNING DEC 09, 2010
Riled-up Dems say estate tax plan 'a bridge too far'

Democrats take dead aim at $5M exemption, low rate; .14% of estates would owe taxes under Obama's proposal

By John Goff
Baucus bids to block estate tax dodge
RETIREMENT RETIREMENT PLANNING DEC 09, 2010
Baucus bids to block estate tax dodge

Influential lawmaker seeks to raise rate on gift tax; 'may disperse some people'

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 09, 2010
Older individuals pay more for new LTC policies: Study

Roughly 76% of individuals under 61 who purchased long-term-care insurance during the first half of 2010 will pay less than $2,500 a year, according to a study released today by the American Association for Long-Term Care Insurance.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING DEC 08, 2010
Pensions offer the self-employed flexibility

As of late, most financial advice regarding retirement options has been geared toward company employees

By David Peterson
What the new tax plan means for the markets
RETIREMENT RIAS DEC 07, 2010
What the new tax plan means for the markets

Stocks rose, copper and gold climbed to all-time highs and Treasuries fell after President Barack Obama agreed to extend tax cuts, offsetting concern that Europe's debt crisis will spread further.

By Mark Bruno
Bush-era tax cuts: The six key terms on the table
RETIREMENT RIAS DEC 07, 2010
Bush-era tax cuts: The six key terms on the table

President Barack Obama and congressional Republicans kick-started negotiations today at the White House over a possible extension of Bush-era tax cuts that are set to expire Dec. 31.

By Mark Bruno