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- Shore Up Your Beleaguered Finances
- Uncle Sam thinks you're too rich to help, so you'll have to help yourself. Keep Your Income Flowing In past recessions, the little guy or gal took the brunt of the job losses. Now, however, a high annual income — one over $100,000...
- Articles 2009-05-04
Additional Resources
- Eclipsing corporate plans; IRAs now nation's top source of private retirement assets.(Brief Article)(Statistical Data Included)
- WASHINGTON - Individual retirement accounts have become the nation's largest pool of private retirement assets, eclipsing private-sector defined benefit and defined contribution plans, data from the Federal Reserve Board show. IRA assets more than WASHINGTON - Individual retirement accounts have become the ...
- Research articles 2002-04-01
- Gifting Your Retirement Assets to Charity
- As the end of the year gets closer, many taxpayers attempt to streamline their finances to ensure that transactions that can be deducted on their tax returns are completed in a timely way. This includes making gifts to charities. Does one plan to include ones retirement assets in charitable donations?...
- White papers 2005-10-31
- Don't Overlook Retirement Assets In A Divorce
- If you find yourself going through a divorce, it is important that you do not forget about your retirement when considering who gets what in the property settlement. Besides the house, the cars and the dogs, pensions earned during a marriage are considered joint assets and marital property. In fact,...
- White papers 2009-01-01
- The Sky's the Limit: Smith Barney advisors find a high-flying niche in managing pilots' retirement assets.
- Ask an advisor to identify a wealthy niche and he might point to doctors, lawyers or athletes. Smith Barney advisors William Van Sant and Thomas Currey found theirs literally among the jet set: They manage retirement assets for American Airlines pi Ask an advisor...
- Research articles 2006-09-01
- New IRS Rules Facilitate Retirees Passing on Retirement Assets to Heirs.(Knight Ridder/Tribune Business News)
- Feb. 7--New Internal Revenue Service rules will allow retirees to pass retirement assets to heirs more easily. Feb. 7--New Internal Revenue Service rules will allow retirees to pass retirement assets to heirs more easily.
- Research articles 2001-02-06
- Merrill urges brokers to go for golden eggs; Retirement assets eyed to offset market fall.(News)
- Byline: Bruce Kelly In a twofold effort, Merrill Lynch & Co. Inc. is pushing its brokers to chase client retirement assets. At the start of the year, the New York-based brokerage giant unveiled a plan for...
- Research articles 2003-03-03
- Time for Some Intellectual Honesty from the ICI in the Retirement Debate
- I was all set to write about another topic this week, but upon reading the comments on Eric Schurenberg's recent post advocating change in the 401k system, I just had to chime in. And if you've read even a handful of my previous posts (such as the one on mutual...
- Blog posts 2009-08-10
- Mutual Funds and the Retirement Market
- Mutual fund assets held in retirement accounts stood at $2.4 trillion at the end of 1999, remaining at about one-third of all mutual fund assets. Mutual fund retirement assets accounted for almost one-fifth of the assets in the $12.7 trillion U.S. retirement market. Retirement assets in mutual funds increased 29...
- White papers 2000-05-01
- Mutual Funds and the U.S. Retirement Market in 2003
- Retirement assets invested in mutual funds rose 28 percent in 2003, reaching $2.7 trillion by year-end. Strong stock market returns and net cash inflows produced assets were held in retirement accounts Retirement accounts held 45 percent of all long term ?equity, hybrid, and bond?fund assets at most of the increase...
- White papers 2004-06-01
- Mutual Funds and the Retirement Market in 2000
- Retirement assets invested in mutual funds through Individual Retirement Accounts IRAs) and defined contribution plans declined 2 percent in 2000 to $2.4 trillion, reflecting weakness in U.S. and foreign equity markets. The negative market performance offset an estimated $115 billion net inflow of new cash to mutual funds held in...
- White papers 2001-06-01
- Prudential Financial Challenges Conventional Wisdom as to a Tax-Wise Retirement; New Report Highlights the Importance of a Tax-Efficient Retirement Income Strategy
- NEWARK, N.J. -- Prudential Financial, Inc. (NYSE:PRU) announced today in a new white paper that traditional approaches to tapping retirement assets might not be tax-efficient. Tax Wise Retirement Distribution Planning suggests the conventional sequence for tapping retirement assets -- access taxable accounts such as a taxable savings account first, partially...
- Research articles 2006-04-06
- Rollovers of After-Tax Assets May Change the Landscape of Your IRA
- Consolidating retirement assets is sometimes a good idea, especially if one wants to reduce administrative and trade-related fees that are charged to each of one's retirement accounts. However, if retirement-plan account includes after-tax assets and one wants to combine the assets with those of an IRA, one should be aware...
- White papers 2004-09-29
- Report says polities slowing world retirement reform. (In the News).(global retirement market report from Cerulli Associates)(Brief Article)
- World financial services companies managed $11.9 trillion in "addressable" retirement assets in 2001, down 3% from 2000, according to a new global retirement market report from Cerulli Associates Inc., Boston. Reformers throughout the world are promoting defined-contribution retirement savings programs that could dramatically...
- Research articles 2002-08-19
- Retirement Planning: What to Do Now
- Whether you're 25 years away from retirement or you've already started packing up your office, there are specific steps you should now take to ensure your financial security. This step-by-step guide will keep you on track for a stress-free dismount from the corporate treadmill. 20 to 25 Years...
- Articles 2009-10-14
- Warning signals in retirement market. (results of study by KPMG Peat Marwick and Wharton School's Financial Institutions Center)
- Study results indicate that the life insurance industry's share of the private retirement-asset market is declining and that action is needed to reverse that trend. Life insurers' share of retirement assets fell to 21% in 1995, down from 26% in 1990. MutuStudy results indicate that the life insurance industry's share...
- Research articles 1997-12-08
- Prudential Retirement's 'Women & Investing Program' and 'eZ Series' Help Plan Participants Grow and Protect Retirement Assets
- NEWARK, N.J. -- As part of ongoing efforts to help retirement-plan participants take full advantage of their workplace-provided retirement programs, Prudential Retirement has expanded its education and communication offerings to include a "Women & Investing for Retirement" program and an "eZ Series" of communications tools designed to increase enrollment and...
- Research articles 2005-07-27
- Banks win key ally in bid for retirement accounts.
- Bankers have won the support of a key federal agency in their battle to wrest retirement assets from the mutual fund industry. Federal Deposit Insurance Corp. chairman Donald Powell told a House Financial Services subcommittee in mid-October t Bankers...
- Research articles 2001-10-29
- Keeping Track of Your Assets
- In August, the Pension Benefit Guaranty Corp PBGC reported that it was holding $75 million in unclaimed pension benefits from terminated defined-benefit pension plans for 26,000 people. According to the report "Individual benefits range from $1 up to $264,548 and average about $3,675". If one has assets in retirement plans...
- White papers 2005-05-30
- Using A Rollover IRA To Consolidate Multiple Retirement Assets
- Your retirement plan assets may be one of the most important legacies you take with you when you move from one job to another. Intended to help provide financial security later in life, these assets need to be managed carefully and invested wisely in order to help ensure that they...
- White papers 2008-01-01
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