Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
1035 Exchange Rules: An Overview
By Beth BravermanA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
March 31, 2022
Wade Pfau: TIPS and Annuities Good Bets When Inflation Is HighChanging the Social Security COLA index to CPI-E from CPI-W, the professor says, is "not a pressing need."
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 30, 2022
Bill That Could Boost Lifetime Annuity Use Sails Through HouseH.R. 2954 would also help life insurers put ETFs on variable annuity fund menus.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 29, 2022
House Panel to Consider Bill That Might Make Hot Annuities HotterH.R. 4865 could cut the cost of offering registered index-linked annuities.
March 29, 2022
5 Ways Inflation Could Reshape AnnuitiesA look back to the 1970s could offer some clues about annuity innovation if inflation continues.