Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Let's Talk about Your Client's M.U.G.
By Tom HegnaOnly 17% of workers (and 32% of current retirees) are very confident they will have enough money to live comfortably throughout their retirement, according…
March 24, 2020
How Advisors Can Help Retirement Clients Weather a Market MeltdownNow is the time for advisors to prove their value and make sure they and their clients "don't do anything dumb," Cerulli's Scott Smith says.
March 20, 2020
Trump Extends Tax Filing Deadline; GOP Bill Eases Retirement Plan WithdrawalsThe bill waives penalties on early withdrawals up to $100,000 for coronavirus-related issues.
March 19, 2020
How Advisors Are Helping Clients in the Virus CrisisClients are asking if it's time to buy or sell, and they have more general concerns, too,
March 12, 2020
Allianz Life Adds Switchable Indexed Annuity: Annuity Product UpdateLegacy Marketing Group is forming a product development alliance.
March 12, 2020
7 Keys of Secure Act's Annuity Safe Harbor in Retirement PlansMore clients are likely to see an annuity option in their 401(k) in the near future, so it's important they know what to watch out for.
March 12, 2020
Raymond James Rolls Out New Succession ProgramEven for experienced advisors, "the thought of retirement can be daunting," according to one executive.
March 11, 2020
SEC Rule on Variable Annuity Summary Prospectus Is FinalNew rule permits use of a concise, reader-friendly prospectus designed to improve investors' understanding of the contracts' features, fees and risks.