Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
These Florida Advisors Have Beaten the S&P 500 Over 50 Years
By Jon AsmundssonBy investing in stocks and bonds, their nine-member RIA turned $12 million into almost $5 billion.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
June 09, 2025
Analysts Peer Inside Minds of RILA OwnersThey found suprising behavior differences between RILA holders and those with other types of annuities.
June 06, 2025
This Annuity Feature Would Help Clients Manage a Health ShockThree economists have dreamed up a rider that would offer higher payouts when the client suffers a health catastrophe.
June 05, 2025
Political Uncertainty Hangs Over Life and Annuity Sector at S&P MeetingEverything has been going pretty well for the companies, except the world.
June 04, 2025
Variable Annuity vs. 60/40 Portfolio: Which Won Wade Pfau's Retirement Income Face-Off?Putting 30% of assets in a contract greatly increased the odds of success, but a hypothetical 95-year-old had problems.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
June 03, 2025
Alternative Assets Aren't a Good Deal for Clients: Expert"Alts bring extraordinary costs but ordinary returns," says investment consultant and author Richard Ennis, CFA.