Retirement Planning

• 

  IRA Owners on Brokerage Chopping Block

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  August 11, 2011

  Individual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.

• 

  IRS Streamlines Partial Exchanges of Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  August 8, 2011

  The IRS has issued new guidance that streamlines partial exchanges of annuity contracts.

• 

  Retirement Crisis Overblown, Rand, NBER Says

  By John Sullivan, AdvisorOne  |  August 2, 2011

  A new report from the National Bureau of Economic Research and the Rand Corp. finds seven in 10 Americans between the ages of 66 and 69 are “adequately prepared” for the consumption levels required for a successful retirement.

• 

  Top 5 Factors for Allocating Retirement Portfolios

  By Danielle Andrus, AdvisorOne  |  August 1, 2011

  Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.

• 

  Top 6 Unusual Retirement Segments Poised for Growth: Cerulli

  By Melanie Waddell, AdvisorOne  |  July 28, 2011

  Cerulli Associates has identified six “niche” segments of the retirement planning space that it says are experiencing “burgeoning growth” and present asset-gathering opportunities for advisors.