Lynn O'Shaughnessy

• The PPA Effect

  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...

• Off With Their Heads

  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...

• Drawing Swords

  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...

• Stumbling Blocks

  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...

• College Credit

  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...

• RULING CLASS

  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...