Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Forget the 4% Rule: Planner Explains His Flexible Retirement Withdrawal Strategy
By Ginger SzalaAdvisor Jonathan Guyton discusses how and why to use "guardrails" instead of fixed withdrawal rates.
July 28, 2020
The Fiduciary Rule Was Great for Variable Annuity Buyers: EconomistsJust in case you thought the sales standards fight was cool enough that you could roast corn on the embers...
July 28, 2020
COVID-19 Chills Individual Annuity SalesIndexed variable annuity sales managed to grow through the ice.
July 28, 2020
Orion Platform Adds Fee-Based Pacific Life AnnuitiesPacific Life is also selling fee-based annuities through DPL's platform.
July 27, 2020
DOL Proposal Puts Workers First for Retirement Investment AdviceOur proposed exemption strengthens protections for retirement savers while avoiding the problems of the vacated Obama-era fiduciary rule.
July 22, 2020
Rethinking Income InvestingFixed-income vehicles and dividend-paying stocks still have a role in portfolios, but they should be used more carefully in the current environment.
July 21, 2020
What's Wrong With Advisors' Retirement Planning Models, and How to Fix ItFor example, most advisors underestimate client life spans, David Blanchett of Morningstar says.
July 21, 2020
5 Things Congress' Own Retirement Analysts Are Saying About AnnuitiesOne of the CRS analysts' ideas: Make retirement plan participants decide about annuitization early.