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.
In order to ensure maximized value of their retirement benefits, clients must be aware of Social Security rules; Plus, why automated retirement contributions are helpful for clients who intend to develop a spending budget more »
Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio. more »
Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds. more »