Fw: Retirees Suffer as 401(k) Rollovers Enrich Brokers

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 17 Jun 2014 12:02:48 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: Retirees Suffer as 401(k) Rollovers Enrich Brokers

Home  |  Subscribe       Daily   Jun 17, 2014       Top Stories   Retirees Suffer as 401(k) Rollovers Enrich Brokers by JOHN HECHINGER   Kathleen Tarr says AT&T Inc. employees looked to her as "their de facto 401(k) expert." Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens. READ MORE »   A Place for Pipeline MLPs in Client Portfolios? by JOSEPH LISANTI   These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free. READ MORE »       FP50 2014: Biggest Independent Broker-Dealers   Who are the financial planning industry's largest broker-dealers? Financial Planning has unveiled its annual list, so take a look to see where your firm ranks. READ MORE »   3 Tips for Working With Female Investors by MADDY PERKINS   Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors? READ MORE »           White Papers   Overcoming Transition Hurdles   One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth. *The Cogent Discovery Series: Advisor Channel Migration Trends 2013. READ MORE »   Exploring Independence: An overview of the registered investment advisor model   Financial advisors today have an unprecedented number of options. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   Incorporating Social Security into Financial Planning   When to claim Social Security is probably the most important financial decision in your clients' lives. READ MORE »   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809