Updated Tuesday, July 28, 2015 as of 9:17 AM ET
Consolidating Retirement Accounts: Retirement Scan
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.
More in Annuities
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. more »
First-quarter annuity sales fell to $52.7 billion, a 6.9% decrease from the previous quarter. more »
More seniors are using their retirement income to pay down their house debt, making them vulnerable to financial trouble once they run out of savings or suffer from an illness; Plus, why that 'guarantee' on your client's annuity might be a red flag. more »
Clients give up access to their money with annuities, so they are advised to use only a portion of their savings in these products; Plus, they should activate a fraud alert if they think their Social Security number has been compromised. more »
Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement. more »
Gen Xers are more pessimistic than baby boomers about their retirement prospects; Plus, the surprising new company benefit that's helping Americans retire. more »
Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad. more »
If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates. more »
A recent rule change has enhanced the appeal of these products. Here's what advisors need to know. more »
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 »
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 »
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