Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity Exchanges
By Allison BellWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 05, 2024
Why Offer Fixed Annuities? Corebridge CEO ExplainsKevin Hogan likes selling products that help retirees and retirement savers sleep at night.
August 02, 2024
As SEC Onsite Exams Hit Fever Pitch, Here's What RIAs Need to KnowTo prepare, firms should review their compliance programs and conduct mock SEC interviews with key staff.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.