Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Iowa: Insurers Need Not Send Extension Notices
By Staff WriterThe Iowa Division of Insurance says insurers can tell consumers about the new, 60-day emergency grace period when they call, rather than notifying them by ...
April 05, 2008
The Election Is On!Variable annuity sales reached a new record in 2007 and the ongoing appeal of guaranteed living benefits (GLBs) played a key role in their success.
March 16, 2008
A Tale Of Two IRA BeneficiariesThis is a tale of two beneficiaries who relied on their professional advisors for recommendations on the distribution options available regarding the IRAs they inherited. ...
March 16, 2008
A Tale Of Two IRA BeneficiariesThis is a tale of two beneficiaries who relied on their professional advisors for recommendations on the distribution options available regarding the IRAs they inherited. ...
November 19, 2007
Evaluating adult day care centersVisit each center twice - once at an appointed time and once unannounced. And bring your loved one with you at least once. Talk with older adults who are at the center, and their family members, if possible, and pay close attention to thei
November 08, 2007
Principal Creates ESOP ToolAn insurer has developed a Web-based system aimed at companies with employee stock ownership plans.Principal Financial Group Inc., Des Moines, Iowa, says its new My ...
October 03, 2007
Lincoln Moves To Finance UL ReservesAn insurer is trying to use Wall Street money to release about $300 million now locked in statutory capital.Lincoln National Corp., Philadelphia, says it has ...
September 01, 2007
Virtual Meeting OptionsGoTo Meeting Cost: Starting at $49 a month. Mac/PC?: Can join from Mac, but not host meetings. Hosted?Server based?: Both. Bells and Whistles: Record meetings and archive on desktop,...