Low Interest Rates Make Immediate Annuities Attractive: Retirement Scan
Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.
If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from. Read More »
Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid. Read More »
Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash. Read More »
Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers. Read More »
Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach. Read More »
Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options. Read More »
Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits. Read More »
Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement? Read More »
Employees may express interest in annuities, yet few retirement plan sponsors are rushing to offer them within their 401(k) plans. Read More »
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals. Read More »
By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later. Read More »
One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close. Read More »
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