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Ask Ed Slott: Your IRA Expert explains when and why its best to use the five-year rule for distributions from an inherited IRA.
June 28
Ed Slott & Co. -
As of March 31, U.S. retirement assets totaled $18.9 trillion, up 6.3% from $17.8 trillion in the previous quarter.
June 28 -
A third of Vanguards 401(k) plan participants turned their entire retirement account over to professional managers, either in the form of a target-date or balanced fund, or they enrolled in the companys managed account program.
June 27 -
Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.
June 27 -
It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.
June 27 -
On June 26, 2012, Manning & Napier has rolled out a suite of 10 actively managed target date funds which will invest in a variety of exchange-traded funds.
June 26 -
On June 26, 2012, Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.
June 26 -
On June 26, 2012, United Technologies Corporation has taken the retirement income plunge with the launch of the Lifetime Income Strategy, a customized age-based default investment option designed by AllianceBernstein.
June 26 -
On June 25, 2012, Sentinel Investments has made two key appointments to its senior sales team as well as the hiring of a new wholesaler.
June 25 -
On June 25, 2012, Jackson National Life Insurance Company today launched the Elite Access iPad application, following the rollout of the firms newest product offering.
June 25 -
On June 25, 2012, John Hancock has beat out Fidelity Investments and ING for bragging rights as defined contribution investment-only manager top dog, according to a study by Cogent Research.
June 25 -
It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.
June 22 -
As workers hope to prevent income shortages throughout retirement, insurers turn to new mediums to provide new advice.
June 22 -
IRA expert Ed Slott answers investors questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.
June 21Ed Slott & Co. -
On June 20, 2012, Callan added John P. Jackson to its Fund Sponsor Consulting group as senior vice president, effective June 18.
June 20 -
On June 20, 2012, Prudential Financial, Inc. unveiled several key leadership appointments in the U.S. and Japan, effective immediately.
June 20 -
As Baby Boomers continue to age, demand for retirement income distribution specialists will soar. Here’s how advisors can market themselves to this huge clientele. Also see: 10 Easy, Actionable Marketing Tips For Advisors 7 Marketing Tips Used by Elite Financial Advisors 9 Marketing Tips for Retirement Plan Advisors and TPAs 10 Critical Social Media Tips for Advisors Chicken and Egg: How to Grow Your RIA Practice From Scratch
June 18
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Advisors are more committed than ever to helping clients with their retirement income planning but they still face a host of challenges.
June 18 -
On June 15, 2012, Manulife Financial said that Craig Bromley will be appointed senior executive vice president and general manager, U.S. Division, and president of John Hancock Financial Services, effective September 1.
June 15 -
On the first day of June, the Dow Jones Industrial Average dropped 1.95%, the Standard & Poor's Index 2.18% and the and Nasdaq Composite Index 2.5%. In effect, stock market gains for the year were wiped out. The reason: Jobs.
June 15
