More advisers are now considering it but some want the practice banned.
Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts
But misunderstandings about the national program abound; poor planning can leave retirees in a bad place
Costs for long-term-care insurance are headed for the stratosphere. Mary Beth Franklin says alternative strategies may be a better deal for some clients.
28% limit not a 'helpful' policy for jobs or growth.
In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.
But critics question whether younger workers should even be buying annuities
After Madison Dearborn deal, Douglas Hammond takes over.
A weak year for the IBD channel accentuated the value of steady income
Study finds people happier with lower return and guarantee than higher return only.
Advisers mostly against the idea, calling limits 'counterproductive.'
The idea may be theoretically interesting, but it is too complex and practically unworkable
Alternative benchmark would close 25% of 75-year shortfall.
Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.