May 5, 2010

Investment Trends
Why IRA Contributors Are Down 40% in 2010
New research from Putnam finds funding for IRAs down sharply in 2010, and Roth conversions are proving unpopular, too. more…
Interview
Five Ways to Succeed at Retirement Planning
A talk with Travis Hughes (CFP, CLU, CHFC) of Hughes Financial Group in El Paso, Texas, a member of Fusion Financial Network and affiliated with Investors Capital. more…
Annuities
Adding Living Benefits Continues to Boost Results
An updated Ibbotson study on annuities and benefits finds that some steps (VA+GMWB, SALB) can increase income and lower risk for retirees. more…
Income Strategies
How to Best Time Social Security Benefits
Advisors need to review the financial implications of when clients start taking benefits as part of a broader discussion about guaranteed income. more…

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