Latest News

Is Age 70½ Too Early for RMDs?

September 7, 2008 – A federal rule that requires those aged 70½ and older to take RMDs from their IRAs and 401(k) accounts every year might be outmoded, one senator says.

Genworth Sees Opportunity in UK Retirement Market

September 7, 2008 – Genworth has formed a retirement income and wealth management team in Europe, and sees opportunity in the UK fee-based adviser market.

AGF Offers Canadians Principal-Protected, Income-Producing Notes With Upside Potential

September 7, 2008 – AGF Management Limited has launched retirement deposit notes that offer investors reliable, inflation-adjusted income with exposure to equities.

• Zero Savings Rate in America? What About That $17.6 Trillion?
• National Life Launches Interactive Retirement Website
• A New Personal Finance Book
  from Moshe Milevsky

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Features

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Nationwide, Simplified

September 1, 2008 – After slipping to 13th place in individual variable annuity sales at the end of 2007, the Columbus, Ohio firm has been both aggressive and imaginative in introducing new products and new marketing campaigns.

The RetireReady IRA Annuity

September 1, 2008 – The RetireReady IRA Annuity combines an IRA, a GLWB, and many of the same investments that reps and their brokerage clients already use.

The Loud Snorer Down the Hall

September 1, 2008 – Here are some of the opinions about proposed SEC Rule 151A expressed over the phone and on the SEC website by aggrieved indexed annuity partisans.

SponsorMatch Puts a Dab of DB in DC Plans

September 1, 2008 – WBarclays Global Investors (BGI) and MetLife ask plan participants to think about acquiring future income, rather than the pursuing a lump sum or 'number.'

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