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 IRAs/401K
Congress should revamp Social Security to ensure that retirees will receive at least 75% of their benefits in case the trust fund is depleted, says a professor. 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 »
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 »
Gearing up for tax season? Here are two things to consider when planning for your wealthy clients. more »
The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds. more »
A new interpretation of the once-per-year rollover rule could spell big trouble for some clients. more »
While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities. 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 »
Increasing the amount would be an added incentive to many people such as workers whose employers do not have a retirement plan; Plus, how new 401(k) contribution limits could help supercharge retirement savings. more »
The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks. 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 »
The January Issue is now online!


Industry Events

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here