Originally Posted to LifeHealthProFEB 18, 2015 | BY ED SLOTTAdvisors beware!IRAs will be lost this year to new restrictive IRA rollover rules. Make sure you know them and are on the lookout for potential retirement disasters. The last thing an advisor needs is to have to tell a client that the …
Retirement
We’re living longer — get ready to pay for it
Originally posted to LifeHealthProFEB 10, 2015 | BY GIL WEINREICHAttention advisors: A mostly unheralded change in actuarial tables suggests the need to plan for longer retirements for your clients and could also make a delay in claiming benefits advantageous for some clients.That is the upshot of a …
Women and retirement realities
Original posted to LifeHealthPro FEB 06, 2015 | BY LYNETTE GIL With the jobs report released and the positive numbers indicating that interest rates might be increasing in the coming months, how will this affect women who are going to retire in the near and longer in the future? There is still a …