If your client is an employer, she may want to use a deferred compensation plan in a few different situations.

Clients can now fine-tune the amount of any new wealth transfer.

They’re not just for the ultra-high-net worth anymore.

The last surviving grandchild of John D. Rockefeller had a long-standing affinity for modern art.

In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio.