Annuities

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  Post-Retirement Health Care: A Quarter-Million-Dollar Dilemma

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 25, 2012

  Many of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?

• Realistic Planning

  By Bob Seawright  |  May 24, 2012

  On the day I write this column, I made my last payment towards the education of my children.

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  Milevsky: What Is Your Financial Legacy – Today?

  By Moshe A. Milevsky  |  May 24, 2012

  In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  Five Facets of a Secure Retirement

  By Peng Chen  |  May 22, 2012

  For typical retirees in the United States, their goal is to fund a comfortable retirement.

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  Morningstar Announces New Variable Annuity Comparison Tool

  By John Sullivan, Advisorone  |  May 21, 2012

  Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.

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  Jefferson National Adds Alternative Investment Offerings

  By John Sullivan, Advisorone  |  May 14, 2012

  Company claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Top Portfolio Products: Russell, Barclays Introduce New Index Series

  By Marlene Y. Satter  |  May 4, 2012

  RiverPark introduces hedged value fund; Allianz offers new VA rider; Jackson introduces new VA option.

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  BlackRock, Harvard: Retirees Don’t Know What They Want, but It Might Be Annuities

  By Joyce Hanson, AdvisorOne  |  May 3, 2012

  “You don’t get a radically different answer when you change the wording of a question about whether you want chocolate or vanilla ice cream, but with annuities you do,” says Harvard professor David Laibson.