by
Ray Fazzi
Given the widespread fear in
the Great Recession, it's no surprise annuity sales have skyrocketed over the
last year.
by Curtis R. Bryant
Your middle-income clients need to consider new ways to fund retirement so that they don't outlive their money. Here's how both advisors and clients need to change their thinking.
by
Dorothy Hinchcliff
More companies are coming up with ways to provide retirement income to
clients and PIMCO is no exception: Today the firm announced it has
launched the PIMCO Real Income Funds.
by
Dorothy Hinchcliff
A couple has filed a claim against Merrill Lynch seeking $5 million in
damages because they say their accounts were overloaded with preferred
stock.
by
Ray Fazzi
Roth IRA conversion opportunities will expand next year, but most baby boomers don't plan on taking advantage of the changes, according to a new survey.
by
Jeff Schlegel
The number of retirees who say they are worried about financial security has more than doubled since a year ago.
by
Dorothy Hinchcliff
Middle-class retirees and those nearing retirement are even worse off
now than they were six months ago, says a new study by Ernst & Young.
by
Ray Fazzi
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
by
Dorothy Hinchcliff
People age 55 and older face much bigger challenges in making up the
401(k) account balances they've lost over the last 18 months than do
those under 30, says a new report.
by
Ray Fazzi
Months after the collapse of the financial markets, about half of
Americans surveyed said they were concerned about falling behind in
their attempt to save for retirement.
by
Jeff Schlegel
If financial advisors plan ahead, they will have an opportunity to
capture a portion of the nearly $6 trillion in expected 401(k)
rollovers over the next decade.
by
Dorothy Hinchcliff
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities.
by
Eric Rasmussen
The economic downturn is driving interest in fixed annuities.
by
Dorothy Hinchcliff
Retirement plans have lost nearly a quarter of their value in this economic crisis, according to a new study.
by
Jeff Schlegel
Sales of fixed annuities in the U.S. jumped 54% in the third quarter from the year-earlier period...
Pension plans remain a force in the nation's retirement income landscape, but they're taking a hit like most other ...
by Mary Rowland
Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?
Fidelity Offers Dual Business Platform
Financial planners who handle both fee and commission business will have a new platform to integrate their work...
Clients Ticked Off At Their Advisors
The economic and investing hard times that began last summer have taken a toll on the collective psyche of...
by Tracey Longo
High-income individuals soon will be able to convert traditional IRAs and 401(k) plans to Roth IRAs.
