Qualified Longevity Annuity Contracts and Retirement Planning
The experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
Did Warren Overreach in Blasting Annuity Sales Perks?
Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
Top 20 Companies for Annuity Sales: 2016
Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
Wells Fargo Card Requests Drop by Most Since Scandal Erupted
New checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.
IRS Shuts Down Financial Aid Tool Over Security Concerns
College students and families can work around the outage, but it may dissuade some applicants.
401(k) Savers May Have to Fund Trump’s Corporate Tax Cut
Some retirement experts predict that preferential tax treatment will be changed to offset revenue losses if corporate rate is cut.
FINRA Plays ‘Gotcha’ With Brokers, Short-Changes Investors: Hester Peirce
The former nominee for SEC commissioner tells ThinkAdvisor why the SEC is a better regulator than FINRA and what's wrong with Dodd-Frank.
Future Retirees Could Be More Reliant on Social Security
The Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
Cerulli Looks to Large DC Plans for Evolving Trends
Cerulli identified two trends taking shape in large defined contribution plans that it believes will trickle down to smaller plans.
15 Most Overlooked Tax Deductions: 2017
“Cut your tax bill to the bone by claiming all the tax write-offs you deserve,” Kiplinger says.