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Roth IRA Conversion Promotions Are All The Rage Online
Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Source: "When to Commence Income Annuities," Jeffrey K. Dellinger, Retirement Income Solutions Enterprise, Inc., 2011
January 20, 2010, The Decumulation Beat
Ready for a Reality Check
A recent Journal of Financial Planning article on annuities was a bit perplexing.
The headline on the story in this month's Journal of Financial Planning hooked me right away: “Achieving Sustainable Retirement Withdrawals: A Combined Equity and Annuity Approach.” Just the kind of thing I troll for.
But as I read, I found the paper to be unsettling. It was so perplexing that I asked several advisors to interpret it for me. They too were perplexed. One advisor, in fact, telephoned me before I called him, to ask me if I understood the article.
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