Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Why Secure Act 2.0 Should Fly Through Congress: Michael Finke
By Janet LevauxDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
April 30, 2021
Biden's Tax Proposals Could Increase Life Insurers' ValueFinke and other personal finance specialists see life insurance and annuities as tools for softening the impact.
April 29, 2021
New York Best-Interest Rule for Annuity Sales Struck DownThe rule uses "subjective terms" and "fails to provide sufficient concrete, practical guidance," the judges said.
April 27, 2021
Commission-Free Annuities: No Longer an OxymoronDPL Financial Partners CEO David Lau tells ThinkAdvisor how RIAs can sell annuities (and get paid for it, too.)
April 23, 2021
Would a Higher Capital Gains Tax Be Trouble for Retirees?Roth conversions, life insurance and HSAs could "get a boost" if investors expect a tax hike, Jamie Hopkins tells ThinkAdvisor.
April 23, 2021
Workers and Retirees Confident in Future, Social Security: EBRIEight in 10 retirees, despite the pandemic, felt confident in their ability to retire comfortably.
April 20, 2021
Types of Annuities: 9 Questions AnsweredHere's what investors should know about annuity contracts, including when income begins for each type.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.