Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
The IRS blessed tax-free rollover treatment where two spouses inherited IRAs that had not designated them as beneficiaries, but they could have achieved the same result with a little planning.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
3 Easy Ways to Build a 401(k) Advice Niche
By following a few easy steps, you can develop a robust retirement plan business.
Ritholtz: Calpers’ Hedge Fund Exit Sets Off an Earthquake
Calpers’ decision to pull out of hedge funds could be a sign of radical change in the fund industry as a whole, Barry Ritholtz writes.
Safeguarding Retirement With 401(k) Plan In-Service Withdrawals
Little-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Fixed Annuity Sales Rising in 2014, but Why Now?
Since the equity markets have risen, VAs should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?