Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Do 70/30 Portfolios Make Sense for Retirees?
By Ginger SzalaMorningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.
December 21, 2020
How COVID-19 Is Hurting Workers' Retirement ProspectsDue to the pandemic, 33% of workers have taken a loan and/or withdrawal from qualified retirement accounts, or plan to do so, a new poll finds.
December 20, 2020
Annuities vs. Pensions: What Retirement Plan Advisors Should Know About 'De-Risking'Many corporations are moving their pension assets into annuities. Here's what you should know about these transactions.
December 18, 2020
Older Workers Who Scale Back Still Reap Big Retirement Benefits: StudyThe Center for Retirement Research found some good news for older workers in "nontraditional" jobs.
December 16, 2020
Investor Sentiment Perks Up in Fourth Quarter: Wells FargoInvestors are divided on how the Biden presidency will affect their net worth.
December 16, 2020
David Blanchett's 6 Predictions for Retirement Planning in 2021After a doozy of a year, here's what a "new normal" might look like on the retirement income front.
December 15, 2020
Transamerica to End Sales of Fixed Annuities and Some Variable AnnuitiesTransamerica's parent says bond yields are too low to support the products' benefits guarantees.
December 15, 2020
Soothing the Retirement Fears of Middle-Class MillionairesCarol Petrov of Kendall Capital tells ThinkAdvisor how tax changes have hit her clients and how she found her way in the advisory business as a single mother.