The IRS has stood firm on its required minimum distribution rules but following these equates to bad tax planning, says tax expert.
Annual retirement survey shows improvement, but percentage is less than half.
The average expected retirement age went from 66 to 65 over the past year.
New feature set to enhance customization capabilities.
Annuities have benefited from favorable economic conditions and the Federal Reserve not cutting interest rates this year, says Limra head of research.
More than half of survey respondents acknowledge they are not saving enough for a financially secure retirement.
Understand the needs of different client segments, and balance emotional and financial considerations to best serve clients.
Tax smoothing is important, even as the IRS has granted exemptions since the 10-year RMD rule for inherited IRAs went into effect.
Bankrate report ranks all fifty states based on multiple metrics.
Having difficult conversations and being a "financial physician" with a good bedside manner can help win clients for life and encourage them to make good decisions.
Research shows that despite the fiduciary benefits of multiple employer plans, small-business owners are often unaware of them – but it may be too soon to judge the plans.
OneDigital research finds retirement savings may be at risk of depletion.
Dave Scranton, of Sound Income Group, on how a moment of insight influenced his career.
With several key factors influencing a complex product, it's essential advisors are well versed on its portfolio positioning.
Report cites financial resilience among key elements of strong 65+ population .
Generation X is especially consumed with inflation fears even as their stock portfolios keep rising.
Survey gives a glimpse into savings habits across generations, along with ongoing challenges in building nest eggs.
There is confusion over RMD rules and advisors must step up to the plate to help clients.
New hire will head up Inforce Management & Client Engagement team.
Annuities generate and increase revenue, and provide structural advantages, DPL founder and CEO says.
