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OPINION JUN 30, 2008
Are deferrals worth it?

Last time, I discussed the rationale behind accelerating the payment of taxes rather than deferring taxes for as long as possible.

LIFE INSURANCE AND ANNUITIES JUN 30, 2008
Subprime exposure afflicts Security Benefit Life Insurance

Analysts concerned about Security Benefit Life Insurance Co.'s investments in subprime-mortgage-backed securities have cut the firm's financial ratings and are keeping a careful eye on the Topeka, Kan., carrier.

MUTUAL FUNDS JUN 30, 2008
Bank holding firms’ income up 27.4%

Bank holding company income from mutual funds and annuities rose more than 27% to $5.92 billion in the first quarter.

LIFE INSURANCE AND ANNUITIES JUN 30, 2008
Mathas takes reins as NYLI chief

Ted Mathas' promotion makes him the New York-based company’s 18th CEO in its 163-year history.

ALTERNATIVES JUN 30, 2008
REITs can offer soft landings, analyst says

"The cushion provided by well-covered dividend yields has taken on increased importance," a JPMorgan analyst wrote.

LIFE INSURANCE AND ANNUITIES JUN 30, 2008
NAVA and IBM join to standardize VA sales

The model aims to create an industry standard to streamline the process of selling VA contracts and simplify compliance.

RIA NEWS JUN 30, 2008
Savers feel the pinch

The immediate reality of higher energy and food prices is putting some Americans even further behind the eight ball when it comes to retirement savings, according to a new survey on consumer spending habits.

RIA NEWS JUN 30, 2008
Oil hits another new high

Concerns about supply disruptions and tension in the Middle East sent crude oil prices to a new record in early morning trading.

ETFS JUN 30, 2008
ETF hypothetical returns criticized

Hypothetical returns utilized by a host of new exchange traded funds are reigniting a debate about the use of back-tested performance data.

RETIREMENT PLANNING JUN 30, 2008
Employers take to Roth 401(k) after slow start

More than two years after its creation, the Roth 401(k) is finally gaining traction in company plans, such as those managed by The Hartford (Conn.) Financial Services Group Inc., The Vanguard Group Inc. and Merrill Lynch Retirement Group.