Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Senate Gets Annuity Bill
By Arthur D. PostalA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 30, 2009
Are your clients handing their IRAs to the IRS?Dan Casey, for InvestorGuide.com, warns of 10 ways investors sacrifice their IRAs to the IRS. 1. Failing to understand "stretch" IRAs. With this technique, young beneficiaries can take smaller withdrawals based on their long life
June 25, 2009
Crisis Hits Middle-Class Retirees HardErnst & Young study finds this group's retirement is at risk
June 22, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 21, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 18, 2009
Boomer women tapping retirement savings to bail out kidsMore than one-third of boomer women are dipping into their retirement savings to pay for their adult children's needs. According to a survey released this week...
June 18, 2009
Target-Date Funds Draw FireFederal regulators are questioning the performance of retirement savings funds that are supposed to shift toward more conservative allocations as participants near retirement age.
June 17, 2009
Target-Date Funds Draw FireFederal regulators are questioning the performance of retirement savings funds that are supposed to shift toward more conservative allocations as participants near retirement age.