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Tag Archive for: Annuities

Posts

3 Mark Financial Blog

Brokers handling IRAs face tougher rules under Obama-backed plan

April 15, 2015
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(Bloomberg) -- Brokers and insurance agents providing retirement-savings…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-04-15 13:31:042015-04-15 13:31:04Brokers handling IRAs face tougher rules under Obama-backed plan
3 Mark Financial Blog

Indexed annuity sales break previous record by 21%

March 16, 2015
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Forty-nine indexed annuity carriers participated in the 70th…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-03-16 09:54:522015-03-16 09:54:52Indexed annuity sales break previous record by 21%
3 Mark Financial Blog

QLAC – Qualifying Longevity Annuity Contract

February 24, 2015
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1 Comment
A QLAC allows clients to defer taking required minimum distributions…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-02-24 08:27:272015-02-24 08:27:27QLAC – Qualifying Longevity Annuity Contract
3 Mark Financial Blog

6 things advisors should know about QLACs

January 14, 2015
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In July 2014, the IRS released final regulations on QLACs, or…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-14 09:52:462015-01-14 09:52:466 things advisors should know about QLACs
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