Average allocations to annuities rose last year, in part, as a response to the market meltdown of late 2008 and early 2009, as investors sought safer income-like investments. According to a 2010 survey conducted by Cogent Research, annuities...
Investors have been pouring into index funds of all varieties, including portfolios that track emerging markets and municipal bonds. But much of the attention has focused on funds that fit in the large blend box. Popular choices include Vanguard...
Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. After all, the legislation calls for taxes and fees on high-net-worth individuals and households to cover 22 percent of its ...
On January 1, 2010 the income limits for converting a traditional IRA to a Roth IRA were lifted. Three months into the conversion frenzy, advisors are saying deciding whether to convert is more complicated than it seems. The cap prevented...
