Ally, Ally, InFRE
The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.
Dubya’s Lingering Gift
Tax rates are obviously northbound. So high-bracket folks should convert to Roth IRAs next year, right? Not necessarily, advisors told us.
Estimating Out-of-Pocket Health Care Costs in Retirement
Couples can expect to spend $200,000 or more on premiums, deductibles and co-pays in retirement. This article is the first in a series on retirement risks.
The View from Taroko Gorge
Touring this marble-walled canyon, I could see millions of years into Taiwan's geological past and a few years into its demographic future.
Featured
Re-Start Your Engines?
Strong insurers offering VA income riders with attractive roll-ups did very well in the third quarter, but sales for the category as a whole were flat.
The Latest Chapter in the Indexed Annuity Saga
In Mooney vs. Allianz Life, the jury didn't award damages because the plaintiffs couldn't prove that they lost money on their investments in indexed annuities.
News
Ethnicity Alone Doesn’t Predict 401(k) Behavior
Workers of Asian descent in the U.S. were more likely to be eligible to participate in a 401(k) plan, more likely to participate,
and likely to contribute more to their plans than other ethnic groups.
Fixed Annuity Sales Weakened in Third Quarter: Beacon Research
"We don't expect to see growth in sales until rates begin rising," said Jeremy Alexander, CEO of Beacon Research.
Phoenix Launches Two Indexed Annuities
The products offer three guaranteed income options, and investors can track the S&P 500 Index, the DJIA, the Dow Jones Euro Stoxx 50 Index or all three.
Tom Johnson Joins New York Life
Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.
Ally, Ally, InFRE
The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.
