Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
February 01, 2005
Ire Toward The IRSThe 403(b) industry is up in arms over proposed regulations issued by the Internal Revenue Service that would essentially strip 403(b)s of their unique status...
February 01, 2005
When Settling Is GoodGood advisors strive to provide value to their clients in many ways. One often-overlooked way involves what may be one of the larger assets an...
February 01, 2005
More Opportunities for Roth ConversionsThe Internal Revenue Service has opened the door for older, wealthier individuals to convert their traditional IRAs into Roth IRAs. Previously, individuals earning more than $100,000...
January 01, 2005
Retiring PersonalitiesRetirement used to be viewed as a sort of honorable discharge from the workforce. On the long-awaited day, the boss would extend thanks from a...
January 01, 2005
An Online Tool to Manage DB PlansHave you contemplated managing defined benefit plans but recoil at the thought of working with pension attorneys and actuaries? Well, CCA Small Business Group in...
December 01, 2004
Cost-Cutting PlansDarwin Abrahamson has noticed a troubling trend among retirement plan providers: a significant portion of them only offer mutual funds and variable annuities as investing...
November 01, 2004
The Sixth SectorLike most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...
October 20, 2004
Reinsurance Will Help Shape Income Planning ProductsReinsurance Will Help Shape Income Planning ProductsByGoing forward, cutting-edge income planning products will be available if direct writers are able to connect a series of ...
October 06, 2004
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?Required Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 05, 2004
Jackson National Adds VA Withdrawal OptionsNU Online News Service, Oct. 5, 2004, 5:42 p.m. EDTJackson National Life Insurance Company, Lansing, Mich., has added the LifeGuard4 and LifeGuard5 guaranteed minimum ...