Comparing distributions from qualified plans and non-qualified annuities under IRC Sections 72(t) and 72(q)

The Asia-Pacific Wealth Report 2014 has confirmed what we all already know; Asia is minting millionaires. According to the report, by Capgemini and RBC Wealth Management, the region's number of high-net-worth investors (defined as those with inve...

Tire pension plan falls flat

Those wanting to quit before turning 60 should think beyond 401(k)s and IRAs.

The nation’s largest long-term care insurance (LTCI) underwriter is blazing a new trail for the industry on how policies are underwritten. Genworth informed its sales agents in August that it has begun considering not only the health of applicant...

You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?

Help your clients figure out the most tax efficient way to plan for their retirement

With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap.

A 65-year-old couple retiring this year will need to have saved $220,000 to meet their future health-care expenses, the same estimate as last year

Tablet computing is well established as a mainstream Internet platform - but many of the top defined contribution retirement plan providers haven’t received the memo.