Individual Retirement Accounts (IRAs)
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Make sure 72(t) distributions are taken
Custodian's error almost ruined client's retirement and still cost her $10,000 in IRS fees.
ING U.S. sets stock offering price at $21-$24 a share
Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.
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.
Widower can collect survivor benefits now, retirement benefits later
So often when I write or talk about Social Security benefits, I refer to the fact that actuarially, women are likely to survive their husbands. Consequently, many of my discussions of survivor benefits focus on widows.
Surprise! Obama revisits estate tax exemption
Fiscal cliff agreement on exemption jettisoned in budget proposal; financial planners scrambling
Younger workers would take brunt of Obama's IRA curb
President Barack Obama's proposal to curb individual retirement account accumulations is likely to take a toll on the savings of younger workers.The provision, a part of the $3.77 trillion budget proposal for 2014, which was released today, would require that IRAs and other tax-preferred retirement
Death of stretch IRAs would boost life insurance
Life insurance-based retirement strategies will look even more appealing if President Barack Obama's pitch to cap IRAs at $3 million becomes a reality.Curbing growth of individual retirement accounts is expected to be in Mr. Obama's budget proposal, which will be released tomorrow. According to
GAO: Workers hurt when rolling over 401(k) plans to IRAs
Workers are being encouraged to roll their 401(k)s into IRAs, but that might not be the best plan of action, the GAO says. Solution? Use plain English, for one thing.
Rethinking a break on lump sums
Net unrealized appreciation on lump sums used to be a slam-dunk. Not anymore.
Retirement plan advisers undercharging: Panel
When it comes to retirement plans, reps need to start getting paid what they're worth. That's the consensus a group of broker-dealer executives reached on a panel at the American Society of Pension Professionals & Actuaries' 401(k) Summit in Las Vegas yesterday afternoon. “Advisers should be
Reports of the death of retirement savings greatly exaggerated
New data reveal more cash stashed away than thought; plan sponsors wising up.
Footnote offers toehold in to rollover business, but snares abound
Contrary to conventional wisdom, 401(k) fiduciary advisers can obtain rollover business from their plans. The key? A process that helps them steer clear of prohibited transactions. That was the theme of a seminar at the American Society of Pension Professionals & Actuaries' annual 401(k) Summit in
DOL's fiduciary proposal could rankle reps
Expected to impose higher standard of care on brokers; 'in-your-face disclaimer'
Eliminating 12(b)-1 fees won't help IRA holders: report
Questioning whether eliminating the incentive payments on mutual funds that investors buy when they roll out of their 401(k)s ultimately would protect investors
Eighty-sixing 12(b)-1 fees won't help IRA holders: Researchers
But keeping investors out of actively managed funds would help, says BC research center
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Mary Beth Franklin, InvestmentNews