Annuity Awareness
Submitted by tom on
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MetLife Study
Submitted by tom on
Metlife puts-out an annual employee benefit trends study.
Highly recommended--particularly for financial advisors who are focused on employee benefits and employer / plan-sponsor services.
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Grantor Retained Annuity Trusts at Risk
The status of grantor retained annuity trusts ("GRAT") is uncertain as a result of a bill that was recently passed by the House of Representatives. According to Investment News, "the Small Business and Infrastructure Jobs Tax Act of 2010 would impose a 10 year minimum for estate planning vehicles and would bar "zeroed-out" GRATS." Grantor retained annuity trusts are very efficient estate planning tools. A person using a GRAT would first place some assets in a trust. That person then takes back...
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Retirement Income Planning
Submitted by tom on
Yet another interesting article from Darla Mercado at Investment News discusses the push among financial advisors to consider annuity purchases in the context of a larger retirement planning process.
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The Head of Retirement and Services at BofA Merrill Lynch Offers Views on Retirement Planning Reform
Andy Sieg is the head of Retirement Planning and Services for Bank of America Merrill Lynch. Sieg provides his views on retirement planning reform in a recent op-ed piece in Investment Advisor. Among Sieg's points are: Support of the steps recently outlined by the Obama Administration to ancourage and support adequate financial planning for retirement. Specifically, support of incentives such as automatic enrollment for employer-sponsored savings options such as 401ks and IRAs. Support of...
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