QLACs Mark First Year in Traditional IRAs: Retirement Scan
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 in Investment Products
Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world? more »
Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now. more »
You can do good and do really well after all. more »
These products may offer better exposure and liquidity for your clients investing in the bond markets. more »
Whether a true believer or agnostic, your clients' politics could be worth a fortune. more »
Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65. more »
Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year. more »
Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months. more »
Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings. more »
The head of a global standards-setting body argues that regulators overreacted to the financial crisis and says banking-style regulation is a poor fit for the asset management industry. more »
One of the hottest areas for U.S. money managers is quickly cooling off. more »
The world's biggest investment managers have won a reprieve from plans to label them as systemically important, staving off tougher regulation, as global authorities reassess the move. more »
A yearly withdrawal of 4% of savings, adjusted by inflation every year, may sometimes outperform annuities; Plus, five critical mistakes people make with Social Security. more »
The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

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

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here