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Annuities
Avoid these 3 Social Security mistakes: Retirement Scan
Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.
FINRA: Adviser pocketed $60K from 'unsuitable' annuity replacements
Three firms have fired the broker, whose former clients have won $494,000 in settlements.
The best way to get guaranteed income in retirement: Retirement Scan
Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.
Voices
Taking care of insurance in a fee-only world
Carolyn McClanahan
Director of Planning
Life Planning Partners
Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.
Amid surge in complaints about annuities, BD loses $1M arbitration to ex-client
The broker’s written promise of 7% returns on a variable annuity made for a simple case, the lawyer for the claimant says.
New take on fixing 83% of Social Security's cash woes: Retirement Scan
A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.
Kitces: A new hierarchy of retirement needs
How advisers can help overcome their irrational expectations.
Last-minute IRA tips before filing taxes: Retirement Scan
Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.
A global ETF that skips Mexico: Fund Scan
The unique offering comes amid concern that President Trump will renegotiate NAFTA. Plus; other fund launches.
Charity can count toward clients' IRA withdrawals: Retirement Scan
From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.
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