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Annuities
Why simplifying the U.S. tax code isn't so simple: Tax Strategy Scan
Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.
LPL brokers, OSJ manager defrauded 200 federal employees: SEC
The advisors collected $1.7 million by fraudulently pushing variable annuities, investigators say.
4 ways to cut fat 401(k) retirement fees: Retirement Scan
To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.
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.
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