IRI Insight

IRI Insight – June 2015

Posted on June 26, 2015

Voya Financial’s Kevin Lehman explains how turning estate planning into legacy planning can preserve wealth and family bonds. Also in this issue: maximizing wealth transfers, guaranteed income in 401(k)s, managed volatility strategies, and more.

IRI Insight - March 2015

Posted on March 31, 2015

Executives from Jackson National, Jefferson National, and Prudential discuss how annuities can help your clients manage the impact of taxes. Also in this issue: long-term care needs highlighted and investing in a rising rate environment studied.

IRI Insight - December 2014

Posted on December 5, 2014

Jefferson National CEO Mitchell Caplan explores retirement income planning with investment-only VAs. Also in this issue: asset allocation and annuities; financially supporting retired parents; tax planning with life insurance; and more.

IRI Insight - September 2014

Posted on September 29, 2014

In this issue, retirement experts explore the Treasury Department's new longevity annuity rule. Also in this issue, year-end tax planning, strategies to reduce Medicare income surcharges, the role of alternatives in a portfolio, and more.

February 2014 IRI Insight

Posted on February 4, 2014

In this issue: DOMA Ruling Creates Retirement Opportunities and Challenges; Can Online Also be High Touch; and more.

December 2013 IRI Insight

Posted on December 2, 2013

In this issue: Retirement planning with Deferred Income Annuities (DIAs), year-end tax planning tips, new rules for inherited annuities, alternative investments, and more.

October 2013 IRI Insight

Posted on October 1, 2013

In this issue: Understanding How To Talk To Gen X and Y; How Advisors Can Help Investors Overcome Their Fear of Financial Planning; The Basics of Medicare; and more.

August 2013 IRI Insight

Posted on July 23, 2013

In this issue: Trends In Product Development, Easing the Regulatory Burden, Social Security Basics, and more.

June 2013 IRI Insight

Posted on May 28, 2013

In this issue: Tax Deferral and VAs, It's All About Trust, Where Are The Women?, Buyouts: Factors To Consider, and more.

April 2013 IRI Insight

Posted on April 30, 2013

In this issue: Facing the Fiscal Cliff, Insuring a Secure Retirement, Retirement Income Strategies.

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