Annuities as an RMD Answer: Navigating Potential Pitfalls
By William H. Byrnes, Robert BloinkThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 25, 2016
Direct marketing of life settlements: good for consumers?Its up to producers to ensure that life settlement prospects are not underserved. Here's how...
July 25, 2016
What the Fed Will and Won't Do This WeekThe Fed's policy making body likely won't raise rates this week, but watch for some repricing of shorter-maturity U.S. Treasury securities.
July 25, 2016
How to Comply With IRA Comp Rules Under DOL FiduciaryAdvisors beware: Its a prohibited transaction for tax-qualified, ERISA-governed retirement plans, including IRAs, to pay more than reasonable compensation to the plans service providers.
July 25, 2016
How an Advisor's Compensation Structure Affects the Client RelationshipWhy a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.
July 24, 2016
Humana and Covered CaliforniaOne thing is certain about the future of the ACA exchanges: Something will happen in the future.
July 22, 2016
This Bull Market Is Powered By Your Indifference: Barry RitholtzThe bull market really began in 2013... By that measure, this bull market is only three years old and could easily have a long way to go.
July 22, 2016
Sometimes It's Hard for Owners to Talk to CompaniesWhy the U.S. Justice Department is casting a wary eye on public company executives talking to individual shareholders.
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