9 New 2018 Tax Numbers to Know
Here are IRS updates that will affect insurance, estate and annuity planning.
‘Stan the Annuity Man’ Is Livid About Fixed Indexed Annuities
Stan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the “biggest joke of all time.”
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit All
Fee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
Time Running Out to Fix Social Security, Medicare: BPC
Further delays could mean deeper cuts in benefits or increases in taxes or both, according to a Bipartisan Policy Center report.
LTCI’s Death March Sparks Rise in Hybrid Products
The enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
Retirement Assets of Many Households Fell Between 2013 and 2016: CRR
The Center for Retirement Research reports that assets fell for households headed by someone age 35 to 54 and rose for older households.
TIAA Calls for More Annuities in Workplace Retirement Plans
Workers face a "guarantee gap" that threatens their retirement security, TIAA says.
RetireUpPro Offers Real-Time Income Planning
RetireUpPro originated as a response to the Labor Department’s fiduciary rule.
Reality Check: Annuities in a Fiduciary World
Annuities are too valuable a planning tool for the industry not to find a way to make them work under new regulations, Scott Stolz writes.
Raymond James Taps New Exec in Indiana
Patrick O’Donovan has led branches and other operations for Smith Barney, Morgan Stanley and other financial firms for the past 32 years.