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Advisors/Planners/Reps

"Too Good to Last"

by Kerry Pechter

Thu, Jul 01, 2010

Curiosity about investments in secondary market annuities, which earn up to 9%, is growing. But these “factored products” are scarce—and virtually unregulated.

Five Ways to Adjust to a New Tax Landscape

Wed, Jun 30, 2010

A consortium of advisors who represent Securities America offered these suggestions for how investors and their advisors can adjust to the expiration of EGTRRA and JGTRRA at the end of 2010.