Retirement Planning for the 51%: 3 RIIA Speakers Weigh In
Advisors should not think of older women as a single demographic bloc, for their retirement issues vary widely.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
What Americans Really Think About IRAs, in 5 Charts
When it comes to retirement saving, there is an enormous gap between what Americans say and what they do.
Fed Interest Rate Decision Could Happen in March
The March meeting of the FOMC will be critical to its communications with the public on interest rates.
Top 7 Income Sources in America
While wages dominate, the idea that the middle class doesn't earn substantial returns from capital is false, the Tax Foundation says.
Surge in IRA Rollovers Intensifies Competition for Assets
“Firms must be creative with their marketing and adapt quickly” to capture more IRA rollover business, Cerulli says.
Russell 1000, S&P 500 to Rise in 2014: Russell Investments
The research forecasts that equities will appreciate by about 5% in 2014, depending on corporate performance.
Delaying Annuity Payments Can Raise Payouts 9%
A joint study led by Society of Actuaries found payouts for all income levels can be significantly raised by delays of one to five years.
LIMRA: Individual Life Sales Improve in Q1 of 2012
Total individual life insurance premium grew 3% in the first quarter of 2012 compared to the prior year, according to a new report.
Sales of Asset-Based LTC Insurance Rise by 20%
The study finds that more than half of male buyers of LTC policies were under age 65. In the prior year’s study, only 48% were under age 65.