Boomer Market Advisor November 2006
Cover Story
The IRA rollover expert
One night in 1973, Mary Carter arrived in North Florida at 2:00 am with $210 in her pocket. By 10:00 the next morning, the Minnesota...
Features
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After the Storm - Successful IRA rollover strategies
An independent, family-owned business for 28 years, Denver-based Capital Management Group has always eschewed traditional marketing strategies. So much so that Brent Hines, one of...
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Hybrid horsepower
How's this for purchasing power: A generation of 77 million strong, comprising 27 percent of the U.S. population, with an estimated annual spending power of...
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Buy a Vowel? Which industry designations really carry weight?
The overabundance of industry designations makes it difficult for advisors to separate the proverbial wheat from the chaff. Programs that claim to adhere to strict...
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Get in front of mortgage backed securities
Ask a realtor in nearly any market in the United States and they're likely to echo some version of the same sentiment: The real estate...
Columns
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Compare the Traditional 401(k) to the Roth 401(k)
The Pension Protection Act of 2006 gives permanent status to pension and IRA provisions established by EGTRRA that were due to expire at the end...
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Escape mediocrity in performance results
The good news is that earning outstanding returns while reducing risk can be accomplished. The catch is that you can't follow the herd of advisors...
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Spike the planning spreadsheets
The packages that exist provide powerful levels of analysis that are difficult -- if not impossible -- to recreate in spreadsheet programs. So why are...
Departments
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Rollover readiness (Part 2)
By now it's clear that IRA rollovers will be one of the primary forces shaping the boomer generation's retirement. The Money Management Institute reports that...
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IRA expert Ed Slott: "Get proactive about distribution planning"
It's no secret the IRA rollover process will be a major factor in boomer retirement. And sharp advisors who get out in front of the income-planning...
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Worry about your winners
Each of these principles comes into play when sectors and asset classes have significant, sustained performance differentials that stretch relative to valuations. Think back to...
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Seven retirement challenges every boomer needs to know
Imagine a train carrying 78 million baby boomers toward retirement. On the same track, from the opposite direction, is another train carrying dangerous cargo such...
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Generating tax alpha through asset location
As we get closer to the end of the year, advisors inevitably consider such taxrelated matters as harvesting losses to offset capital gains and maximizing...
Sponsor
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Event Spotlight
Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
Resource Library
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