Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How Differently Retirees, Pre-Retirees See the Future
By Michael S. FischerSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 17, 2021
Wells Fargo Faces Lawsuit for Allegedly Mismanaging Its 401(k) PlanHigh-level bank execs picked and retained 17 proprietary funds, many of which underperformed, the class action states.
May 17, 2021
7 Factors That Could Shape the Annuity Market Going ForwardIf prices start to rise, that could lead other major changes.
May 17, 2021
Swedroe Says 'Ignore All Forecasters,' Market NoiseThe strategist says advisors can also disregard market outlooks, which have "nothing to do with the client's financial and life goals."
May 14, 2021
U.K. Pru to Delay Split From JacksonThe insurer says it's still working on the Jackson securities registration form.
May 11, 2021
Secure Act 2.0 Rules Leave Ed Slott, Advisors PuzzledWhile the bipartisan, savings-boosting bill is popular, it contains some confusing rules, they say.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
May 06, 2021
Ways and Means Brushes Past Talk of Secure 2.0 Annuity ProvisionsThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.