Updated Thursday, January 29, 2015 as of 3:17 AM ET
Making Long-Term Care Insurance More Affordable: Retirement Scan
Clients can lengthen their long-term care insurance policy's elimination period, making the coverage more affordable; Plus, deciding whether a Roth or traditional IRA is right for your client.
More in Investment Products
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio. more »
There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs. more »
Morningstar's recognition goes to funds boasting high returns and smart trading. more »
Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash. more »
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »
Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said. more »
New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with. more »
Pimco will fight a lawsuit by a shareholder of its Total Return Fund alleging the company gouges investors with excessive advisory fees to support billion-dollar bonuses for top executives. more »
Forty years after it was launched, the IRA has turned into a major retirement vehicle, but it is no longer the same as it was when first introduced in 1974; Plus, three smart ways to maximize your Roth IRA. more »
Many IRA investors make the mistake of having an extreme stock-and-bond allocation; Plus, the better way to plan retirement withdrawals. more »
Democrats seem to have no option left to counter a new legislative rule that would block fund reallocation to the Social Security Disability Trust Fund next year; Plus, how to undo a Roth IRA contribution. more »
Gen X is the first group to fall short of their parents' achievement on an inflation-adjusted basis. Here are 5 tips for the oldest Xers, who start turning 50 this year. more »
New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns. more »
The January Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here