Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income Strategy
By Jeff BermanSOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 03, 2022
Ex-Advisor Sentenced to Almost 22 Years in Prison Over Fake-Annuity ScamThe former Allstate, LPL and Merrill Lynch broker was convicted of stealing over $9.3 million from clients.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 02, 2022
The Variation in Some Annuity Payouts Has ExplodedThere's lots of evidence that shows a big benefit to "shopping around" for immediate annuities, especially when interest rates are rising.
August 01, 2022
Millennials Are In for a Big Social Security Planning SurpriseThey will likely face a cut in benefits, but closing the gap is more achievable than they might think.
July 29, 2022
Independent RIAs, Clients' Annuities and Fiduciary ControlOne possible solution could be using an outsourced insurance desk.