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Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.
November 30 -
Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.
November 5 -
If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.
November 2
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Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.
October 20 -
Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash.
October 16 -
Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers.
October 1 -
Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach.
September 15 -
Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.
August 13 -
Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits.
August 12 -
Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement?
August 10
