Updated Friday, July 25, 2014 as of 9:08 PM ET
Making Your Retirement Money Last: Friday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
A smart way to make your retirement money last
Delaying Social Security benefits and investing in qualifying longevity annuity contracts form a smart strategy that clients can use to ensure they will not outlive their retirement funds, according to CBS Moneywatch. See how a 65-year-old client making about $75,000 a year will enjoy "practice retirement" when she retires completely after delaying her Social Security benefits. The article also determines how much the client will generate in retirement income from a QLAC if she hits full-time retirement age of 70.  --CBS Moneywatch   more »
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What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »
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Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters more »
Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out more »
Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule more »
Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security more »
With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so. more »
These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns. more »
In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report. more »
Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products. more »
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2014 Summer Reading List for Advisors

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