Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
FIDx Preparing for 'Insurance Overlay' Boom
By Allison BellRich Romano says bolt-on income spigots will give insurers access to huge new pools of assets.
July 08, 2026
IRS Issues Final Regs on a Dodgy Trust TransactionThe strategy at issue involves moving highly appreciated property to a charitable remainder annuity trust, Jeff Bush explains.
July 07, 2026
PRO
Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
July 06, 2026
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine BenzThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
July 06, 2026
PRO
These Funds Are Quietly Gobbling Up Retirement Plan AssetsCollective investment trusts are showing up on more and more employers' plan menus. Here's what advisors should know.
July 02, 2026
Should Suitability Rules Apply to Life Insurance Policies With Long-Term Care Benefits?Bonnie Burns, a health advocate trainer, wonders how well consumers understand the coverage they're buying.
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
June 30, 2026
Hub's IPO Might Open Curtains on Its Life, Annuity and Advice TeamsThe property and casualty broker has $207 billion in retirement plan and private wealth assets under advisement.