Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Boost Your Value by Seeing How Taxes Are Part of Every Financial Decision
By Todd MackayA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
COVID-19 Hammered Annuity Issuers Last Year: ACLI DataAnnuity considerations fell 13%, and overall life, health and annuity issuer revenue fell 6.8%.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
10 HSA Bills Introduced in 2021Sen. Marco Rubio, R-Fla., has proposed a sweeping overhaul of HSAs with his Health Savings Act of 2021.
December 14, 2021
Capped vs. Uncapped Indexed Annuity StrategiesA Security Benefit executive answers questions about these common contract provisions.
December 13, 2021
Trendspotter: 401(k) Participants Are Staying in Plans After RetirementFor some advisors, this trend raises questions about compensation and conflicts of interest, retirement researchers say.