weekly financial planning strategies
Posted by William Byrnes on March 24, 2015
Deferred Income Annuities’ Flex Pay Appeals to Younger Investors
A flurry of regulatory activity has put deferred income annuities (DIAs) in the spotlight frequently in the past year, with many billing DIAs as the up-and-coming option for clients to ensure sufficient income even at an advanced age. Often overlooked,… 
QLACs Change the Game in Social Security Timing
Qualified longevity annuity contracts (QLACs) have, in theory, existed for nearly three years, but it’s only in recent months that insurance carriers have begun to offer these products—finally making the QLAC a realistic planning option. While the purpose behind the…  5 Hot Retirement Planning Topics for 2015
Here are some of the top retirement planning trends that your clients need to be aware of in order to maximize their retirement account values in 2015 and beyond. 1: QLACs Become a Reality … 2) Split 401(k) Rollovers Maximize… 
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This entry was posted on March 24, 2015 at 02:52 and is filed under Retirement Planning, Wealth Management.
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