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  • Before you do this, make sure that you understand the potential tax implications of putting the annuity ...

  • Posted in: Retirement Planning

    Mohsin is spot on. I'll only add that if the wife was born after 1954, when she applies at age 62 she ...

  • I was involved in the planning for a similar circumstance in 2012. In my case, the wife created an irrevocable ...

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  • FPA Fall Learning Series

    The FPA Fall Learning Series wraps-up this week with a focus on helping you sharpen your knowledge on a variety of issues you need to know as a financial planner! Don’t let your members miss out on these outstanding on-demand webinars at no cost through December 31, including:

     

    The Psychology of Risk

    In this exceptional, not-to-be-missed presentation by Dr. Daniel Crosby, you'll learn about the three facets of risk taking behavior, how to accurately measure them, and how this deeper understanding of risk can positively impact outcomes for both you and clients.

     

    Adding Home Equity to Retirement Income Plans

    This session explores how home equity can be used strategically with mass affluent clients in a financial plan. Review costs and misconceptions of the program, high-level concepts including funding Roth Conversions, managing asset distribution rates, implementing life insurance strategies, and much more all with income tax-free proceeds from a Reverse Mortgage.

     

    Are You Prepared for the Next Wave of Wealth?

    The top 10% of earners under age 50 represent one of the largest high-potential groups of prospects. This webinar provides seven ideas derived from qualitative and quantitative research to help you connect and grow your practice with the Next Wave of Wealth.

     

    A New Strategy to Generate Lifetime Income

    Despite more than a half century of research detailing the potential value of guaranteed lifetime income products for retirees, sales of annuities remain low. Learn about a new annuity gaining traction in the marketplace, where the lifetime income evolves based on account performance where the account value is accessible.

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