| Interview |
| Five
Questions for the Top Retirement Advisor |
| A
conversation with Colby McFadden, Quiver Asset Management/Investors Capital Corporation, San Clemente, Calif.
more… |
| Taxation and Retirement |
| Strategies
for Account Selection |
| What type
of account should investors use to maximize the return on their savings and minimize their taxation? Depending on their situation,
they may face a choice between options that generate current deductions with tax-deferral (traditional IRAs, for example), no
current deduction but tax-free growth (Roth IRAs), or tax-deferred accounts, such as annuities.
more… |
| Investor/Client Trends |
| As
Economy Impacts Confidence, Many Plan to Work Longer |
| Workers
who are now less comfortable with their ability to fund a satisfying retirement for themselves are changing the way they invest, are
working more hours or a second job, are saving more and are seeking advice from a financial professional.
more… |
| Financial Planning |
| Tools for
Longevity Analysis Improve |
| To assist
in the planning process, advisors can ask clients about their family history and the state of their health, but they can also work
with forecasts provided by groups like 21st Services.
more… |
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