Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says IRI CEO Weatherford.
4 Biggest Changes to IRAs in 2015
If you’re working in the IRA space, you need to know the four most important changes that will take place in 2015.
Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
5 Key Economic Trends for 2015: SIFMA
Rise in GDP, a lower jobless rate and oil prices that remain low in the forecast.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which halts DOL’s fiduciary overhaul.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
Under the Hood: What You Need to Know About Sequence of Returns in Retirement
The order of a portfolio’s returns is just as important, if not more so, than the amount of those returns, especially in retirement.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
Social Security Is Failing Elderly Women: Sen. Wyden
At hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.