Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The 2026 Life and Annuity Advisor's Event Calendar
By Allison BellOne way to fight inertia could be to attend one of these events.
December 30, 2025
2026 Customer Mood Outlook: UncertainAmerican National's CEO sees strong investor demand for all-weather products.
December 29, 2025
2026 Annuity Outlook: Safety FirstA Global Atlantic executive talks about product trends.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.