Retirees Need Advice Too
By Walter H. ZultwoskiPast retiree stereotypes presented a simple picture. A persons retirement income would come from a workplace pension, a safe and government-backed Social Security system and ...
August 03, 2003
Distribution Planning: The Product Of Choice For Retiring BoomersDistribution Planning: The Product Of Choice For Retiring BoomersBetween employer-sponsored plan accumulations and personal savings, baby boomers will have an estimated $4.3 trillion in assets ...
August 03, 2003
Variable Annuities: More Than Just Tax-DeferralVariable Annuities: More Than Just Tax-DeferralByOn reading his obituary, Mark Twain quipped, "The reports of my death are greatly exaggerated." The same might be said ...
August 03, 2003
Insurance Tech Vendors Are Suffering From A Crisis Of ConfidenceWe live in an age of cheap and easy solutions, and thats not good news for the insurance technology market.I recall seeing, several years ago, ...
August 03, 2003
Clean Up Your Clients' Life Insurance Portfolio Before They RetireClean Up Your Clients Life Insurance Portfolio Before They Retire ByPrior to actual retirement, an individual should "clean up" his or her life insurance needs. ...
August 03, 2003
Current Health Care Strategies Target Access, AffordabilityYet AgainCurrent Health Care Strategies Target Access, Affordability--Yet AgainByA review of recent health care funding developments suggests most are addressing two issues: access to care and ...
August 03, 2003
Flexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesFlexibility Is The Key To Navigating A Roiling Sea Of Tax Law ChangesHeraclitus, the Greek philosopher, said more than 2,500 years ago that the only ...
August 03, 2003
IRS OKs Rollover By Widow Of Interstate IRA OwnerIn a recent private letter ruling, the Internal Revenue Service permitted a widow to make a rollover from ...