Are You Ready to Help Your Clients with Guarantee Payments

The Treasury Department recently published their final rules regarding the use of longevity annuities in retirement plans, including 401Ks and IRAs¹. This ruling is significant because it increases the amount of money an individual can put into a longevity annuity in addition to adding protections for the consumer. This final ruling can be a benefit […]

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The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.

Retirement: It’s about income, not assets

When you’re talking to clients about their 401(k)s, your first question is likely, “How much have you saved?”—and that’s a big problem, according to Nobel laureate Robert C. Merton The MIT professor of finance argues in a recent Harvard Business Review article that Americans and their financial planners are focused on the wrong goals when […]

Dislcaimer

The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.

Dislcaimer

The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.

Health care costs don’t have to derail retirement plans

According to Richard Barrington, Senior Financial Analyst at MoneyRates.com, “The Op4G-conducted survey ask[ing] 2,000 respondents in the U.S. how they expect [the Affordable Care Act (“ACA”)] will impact their exit from the workforce. Thirty three percent said that [the ACA] will force them to delay retirement, compared with just 17 percent who said it will […]

Dislcaimer

The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.

Are you getting the sales support you need?

A recent survey asked agents and advisors to identify the things they need most from their wholesalers and marketing organizations. Here were their top responses: Leads—50 percent Underwriting assistance—33 percent New sales concepts/ideas—30 percent Appointment setting—28 percent Sales and product training—28 percent Better client marketing material—25 percent Technology solutions to increase efficiency—23 percent Assistance with […]

Dislcaimer

The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.