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By Lynn O'Shaughnessy |
July 1, 2007
In the months since the Pension Protection Act of 2006 was passed, it has seemed strangely quiet on the retirement front. The silence has surprised...
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By Lynn O'Shaughnessy |
December 1, 2006
If you have clients who are contemplating loosening their grip on a concentrated stock position, you may have already taken a look at the variable...
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By Lynn O'Shaughnessy |
November 1, 2006
During a lull at an insurance conference last year, the topic of equity indexed annuities crept into the conversation. The talk centered on who had...
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By Lynn O'Shaughnessy |
September 1, 2006
Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...
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By Lynn O'Shaughnessy |
April 1, 2006
If you have affluent clients with teenage children, you might have noticed that they exhibit a certain weary resignation as the deadlines for college applications...
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By Lynn O'Shaughnessy |
March 1, 2006
CAN A DECEASED INVESTOR OPEN AN INDIVIDUAL Retirement Account? The question may seem ludicrous, but the Internal Revenue Service took it seriously when a young...