Why your employer's switch to lump sum contributions could make you miss the market rally
Don't overlook the implication of state income taxes, ordinary income or capital gains
A new annuity product intended to buffer clients' account values against downside losses is starting to gain interest. Will it catch on across the industry? <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140223/ANNUITIES">Our full Annuities Special Report</b></i></a>
Pair of brokers and investment advisory firm among those who allegedly perpetrated 'calculated fraud exploiting terminally ill patients'
Regulatory attention means advisers may want to rethink which companies they work with.
Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.
For rich and famous clients (like the late Michael Jackson), careful planning is needed to keep the Tax Man from plundering the estate.
Gap between what they have and what they need closing in on $450,000.
