Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Minnesota and South Carolina Update Annuity Sales Standards
By Allison BellHalf of all states have now adopted new standards based on an insurer-backed NAIC model.
June 06, 2022
Many 401(k) Participants Have No Idea How Cash Will Come OutSome defined contribution plan participants who have received distributions don't know whether they were annuitized benefits.
June 06, 2022
Debate: Are Lifetime Income Illustrations Helpful?Two professors discuss the Secure Act's requirement for plan sponsors to illustrate retirement savings as an annuity.
June 03, 2022
Life Insurers Aim to Close Race-Linked Wealth GapPrudential has started a new HBCU program. OneAmerica is building on an American College HBCU financial ed program.
June 03, 2022
Medicare Turns a ProfitBut program solvency is still a headache. That could be a pain in the neck for retirement and estate planners.
June 02, 2022
NAIC Rejects Need for Federal Help With Private Equity-Owned Life InsurersThe regulator group told Sherrod Brown its members see more detailed investment information than federal financial institution regulators usually get.
June 02, 2022
TIPS Still a Good Inflation Hedge for Some Investors: Schwab PanelAnd ETFs are a simple way to get TIPS exposure, Schwab's D.J. Tierney says.
June 02, 2022
Moody's Scopes Out the Hot Summer Life and Annuity FashionsHigher rates and rising wages are putting retirement savings and interest-sensitive life sales in a flattering light.