Marginal vs. Average Tax Rates
By Staff WriterAside from the fact that the newest tax rates have a less than six-year lifespan, the tax issue that continues to be missed by annuity ...
August 03, 2003
Retirees Need Advice TooPast 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
Creative Planning Solves Problems For RetireesByThe recent three-year bear market may have had only a minimal impact on the investment portfolios of older retirees who were conservatively invested. But these ...
August 03, 2003
Underfunded Pension Plans: A Threat To Your Clients?Underfunded Pension Plans: A Threat To Your Clients?ByThe question of whether consumers are adequately funding their retirement is now also being asked of their employers, ...
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. ...