Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
NAIC to Spotlight Annuity Sales Standard Update Gray Zones
By Allison BellThe list of states without updates includes Florida and Indiana as well as California and Oregon.
December 12, 2022
Top 10 Life and Annuity Deals of 2022, So FarAll that shaking hurt conventional M&A activity.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 09, 2022
8 Important Facts About Retirement PlanningYou know these things. Does your client?
December 08, 2022
Consumers Are Nervous. Is That Good for Annuities?F&G posted new data on consumer jitters. Jackson released (surprising) product ownership numbers.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.
December 08, 2022
Top 10 Retail Life and Annuity Issuer StocksThey're beating the S&P 500, both in terms of 1-year and 10-year price performance.
December 07, 2022
Senate Passes RILA Annuity BillThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.