Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
NASD Alerts Seniors About Life Settlements
By Staff WriterThe NASD is warning seniors about the perils of viatical or life settlements--selling their life insurance policies for cash. For life insurance policies, there is no "transparent secondary market" making it difficult for seniors to tell if they are being offered a fair price; that plus high transaction costs--commissions of...
February 01, 2007
HSA ChangesDownload a document outlining proposed changes the health savings accounts (HSA) under H.R. 6111 here.
February 01, 2007
The Near Future in Retirement PlanningBesides Department of Labor (DOL) fee-disclosure rules requiring mutual fund companies and retirement plan providers to disclose the amount they are charging and to whom,...
February 01, 2007
Taking Advantage of the Pension Protection ActThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
Clear Road AheadAs the Department of Labor and Congress zero in on disclosure of fees associated with qualified retirement plans, the independent broker/dealer Commonwealth Financial Network recently...
February 01, 2007
IRA Assets at $3.7 TrillionIndividual retirement account assets saw their third consecutive year of growth in 2005, reaching a record high of $3.67 trillion, according to a new report...
February 01, 2007
News & ProductsThe Tax Relief and Health Care Act (H.R. 6111), which passed the House and Senate in early December, is being hailed as a bill that...
February 01, 2007
Buying Access to the Big PlansTransparency, a commitment toward service, and a range of low-fee investment options offered on an open architecture platform. This is the cornerstone of the Schwab model...