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Financial Advisor January 2009 Michael Sankari	Another Way To Income Structured products can provide diversification for clients. They have their own risks, however.
Financial Advisor March 2004 Marla Brill	Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.
Financial Advisor June 2005 Eric L. Reiner	Insurance Companies Work Hedge Funds Into Their Act Wrapping hedge funds in private life or annuity products affords tax deferral, or in the case of insurance, tax-free gains via the death benefit.
Financial Advisor June 2006 Bruce W. Fraser	A Hybrid Approach Structured products can round out a portfolio, but they are complicated and potentially risky. Just what are structured products and how do they work? What role, if any, could they play in your clients' portfolios?
Registered Rep. October 1, 2005 Stan Luxenberg	Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.
Registered Rep. March 1, 2008	The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments.
BusinessWeek February 7, 2005 Ellen Hoffman	Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
Financial Planning August 1, 2011 John F. Wasik	The Hedging Game Structured products are among the most difficult product areas for new clients to understand.
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
Financial Planning June 1, 2007 Donald Jay Korn	High Net Worth: The Next Big Thing Structured products may be difficult to define, explain and track -- yet they're touted as the next 12-figure asset class. Here's what financial advisors need to know.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Financial Advisor March 2011 Alan Lavine	Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.
Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
The Motley Fool February 26, 2007 Dan Caplinger	Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable.
The Motley Fool September 9, 2005 Roy Lewis	Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities.
The Motley Fool November 15, 2004	Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan.
The Motley Fool October 4, 2005	Fun With Funds A guide to common types of mutual funds.
The Motley Fool May 21, 2009 Dan Caplinger	The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place.
Investment Advisor June 2007 Susan L. Hirshman	Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
On Wall Street November 1, 2010 David Lau	With Taxes Rising, The Rich Take The Hardest Hit Using tax-deferral strategies which can potentially improve returns without increasing risk, will rise in importance and the tax-efficient frontier will emerge as an important new financial landmark.
The Motley Fool January 26, 2009 Dan Caplinger	Nondeductible IRAs: Worth the Hassle? Why lock up your money without a good benefit? For high-income individuals who are covered by a retirement plan at work there's a type of IRA that you don't hear much about.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
Financial Planning May 1, 2011 Donald Jay Korn	Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill.
The Motley Fool August 19, 2004	The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
The Motley Fool October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
Registered Rep. October 1, 2002 Pamela J. Black	The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Planning March 29, 2007	Letters to the Editor 529 Plan Math... No Love for VAs... etc.
Financial Advisor January 2007 Gail Liberman	Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property.
CFO March 1, 2007 Marie Leone	Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.''
The Motley Fool December 8, 2010 Selena Maranjian	Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both.
On Wall Street February 1, 2010 Elizabeth Wine	Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else.
The Motley Fool January 21, 2010	These Money Moves Will Keep Taxes at Bay There's still time to keep some of your hard-earned cash!
Financial Planning October 1, 2010 Jones & Luscombe	The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own.
Entrepreneur July 2005 Joan Szabo	Change of plan? New tax laws require a new look at deferred compensation plans.
Financial Planning February 1, 2007 Donald Jay Korn	New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs.
The Motley Fool January 19, 2011 Dan Caplinger	Stay Away From These Investments The complexity of index annuities completely outweighs any protection they offer.
Registered Rep. June 17, 2014 Alan Lavine	Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating.
Financial Advisor May 2011 Sherri Scordo	Frontline News Is the broker protocol being eroded... Fiduciary can be marketing tool to get high net worth clients... Americans unconfident about their retirement...
Registered Rep. November 14, 2014 Kevin McKinley	Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees.
Financial Planning July 1, 2009 Ed Slott	Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes.
Real Estate Portfolio May/Jun 2007 Dees Stribling	The Dawning of Derivatives REIT and real estate derivatives are introduced as a new financial tool in the real estate world.
Entrepreneur May 2006 Jennifer Pellet	New Set of Rules The IRS is helping and hindering small businesses with two new initiatives.
Registered Rep. October 1, 2006 Stan Luxenberg	The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur.