Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Secure 2.0 May Stabilize the Long-Term Care Toolbox: Howard Sharfman
By Allison BellThe veteran wealth planner thinks Section 334 will give the insurers still in the LTCI market a reason to stay.
January 11, 2023
Unlicensed Advisor Gets Over 6 Years for Ponzi SchemeHe defrauded investors, including friends and family members, out of more than $4 million.
January 11, 2023
U.S. Life Application Activity Gets the ChillsFor all of 2022, activity for one type of product often used in income planning was especially weak.
January 10, 2023
What if Target Date Funds Used Annuities?New research suggest TDFs could be improved by incorporating periodic annuity purchases as investors approach retirement.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 05, 2023
Board Names Tony Cheng to Lead RGAAnna Manning will continue to be the life reinsurer's CEO until the end of the year.
January 05, 2023
Symetra and Mutual of America Add Annuity AffiliatesOne insurer started a company in Bermuda. Another made a deal in Texas.