Displaying 34 results
Lawmakers to push off Social Security reform until point of political pain
Lawmakers talk about reducing the federal budget, but entitlements are off the table. 'It's not mathematically honest,' Jeff Bush said.
Carson Group’s Varghese maintains upbeat outlook on the economy
'This is the definition of a soft landing,' Varghese said about recent employment statistics in remarks at the InvestmentNews Retirement Income Summit.
Slott urges moving money from traditional IRAs and their tax ‘stench’ to Roth IRAs
Now's a good time to take the tax hit on transfers out of an individual retirement account because rates are low.
Momentum continues for SECURE 2.0 legislation
Measures that would build on the SECURE Act's efforts to improve retirement security could run into trouble if consumer advocates zero in on annuity reform.
New rules make IRAs less useful for transferring wealth: Ed Slott
Doing a Roth conversion is one way to avoid a tax hit later, Slott said, and life insurance is another, often-overlooked tool.
Adviser targets ‘gotta haves,’ ‘done deals’ for investing success
During inflationary periods, sectors that thrive under most circumstances and breakthroughs that have established themselves are both good bets.
Bob Doll expresses tempered optimism about the rest of the year
Inflation will likely edge down to about 4% as supply chain problems are resolved, while the continued demand for labor will sustain consumer confidence, Crossmark's chief investment officer said.
Stock market continues climb, but ride could get bumpier: Bob Doll
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
Come together … virtually
Just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality
VA sales slow in 2012 as insurers leave the space
The year got off to a dismal start for variable annuity issuers, and it looks like it will…
Slow 2012 for VA sales as costs climb, insurers leave the space
After strong growth in 2010 and 2011, VA sales are expected to slow as products become less attractive, guaranteed-withdrawal percentages slide and fees continue to skyrocket.
New Jackson National VA does away with living benefits
Insurer turns focus to tax deferral, alt investments and fee-based advisers
The Hartford’s annuity exit a shocker for advisers
Carrier's wholesalers met with advisers as recently as last week, said insurer was “committed” to annuity space
Elderly investors bilked in annuities scam to get bubkes
Investors ensnared in a $7 million scam involving so-called “private annuities” will be getting back only a sliver of their original investment.
This state’s lottery players are the country’s biggest suckers
Georgia's citizens doing the most damage to their personal finances by trying to hit it big, data shows
After bailing on annuities, The Hartford looks to pump up its mutual funds
Insurer sees big room for growth in fund world; relocating, bulking up sales force
Advisers: Let me coach you on Social Security claiming-strategies
IRI agrees SS claiming strategies are crucial to a holistic retirement income plan. Send your SS questions to me and I'll post my answers.
Secrets of social security: Your questions answered
After a recent appearance on Consuelo Mack's WealthTrack (watch here) discussing Social Security, InvestmentNews contributing editor Mary Beth Franklin quickly received more than 100 inquiries from advisers and investors about strategies and techniques for most effectively tapping this cornerstone of retirement income.
I struck a nerve talking Social Security!
My recent appearance on the PBS show WealthTrack with Consuelo Mack triggers a deluge of questions from viewers.
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