Updated Saturday, April 25, 2015 as of 8:15 AM ET
RIP Traditional Long-Term Care Insurance: Retirement Scan
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.
More in Annuities
For clients willing to wait for the start date, deferred income annuities can offer plump payouts. more »
Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract. more »
Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits. more »
Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. more »
Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees. more »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account. more »
Third-quarter sales of annuities receded to $56.9 billion, down 5% from the previous quarter and 1% from the same period last year. more »
Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits. more »
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check. more »
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income. more »
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in more »
Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio more »
Advisors on the Move: Morgan Stanley Loses $750M Team
The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

Already a subscriber? Log in here