IRI Insight

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.

February 2013 IRI Insight

Posted on February 5, 2013

In this issue: State of the Industry, Navigating the Changes, Women & Retirement.

December 2012 IRI Insight

Posted on December 1, 2012

Diversifying Your Retirement Portfolio to Meet Future Tax Risks; Discussing the “Health Care Costs in Retirement” Dilemma; IRI–Cogent Research Findings on the Annuity In...