Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Draft Suitability Guide Could Shape How States Regulate Annuity Sales
By Allison BellArizona, Iowa and Rhode Island have already adopted the NAIC's model update. Commenters, including Michael Kitces, speak up.
November 28, 2020
Why Advisors Must 'Tailor' Client Talks on Annuities, Longevity in the Pandemic: Milevsky"Annuities are insurance against longevity, and that is an uncertainty that's greater now," says the retirement income expert.
November 25, 2020
Trump's Team 'Will Not Have Final Say' on DOL Fiduciary Rule: LawyerAttorneys weigh in on what's next now that DOL's fiduciary prohibited transaction exemption has landed at OMB for review.
November 24, 2020
Why a New Type of Alpha Should Be Retirement Portfolios' True GoalAdvisors often look at investment alpha as the priority of clients' financial plans. But that ignores the full picture.
November 24, 2020
Strong MYGA Sales Boost Q3 Annuity Sales TotalsSales of structured annuities were also strong.
November 24, 2020
11 Best Islands for Retirement AbroadThink about it: Year-round warmth, beautiful beaches, and easy on the nest egg.
November 24, 2020
Moody's Sees Pent-Up Demand for Life and Annuity DealsOne factor: Accounting rules are pushing variable annuity blocks into private capital companies' hands.
November 22, 2020
Annuities Could Stop Retirees From Going Broke. Why Don't More People Use Them?The Stanford Longevity Project and Principal Financial Group look at why many retirees don't use annuities and how to address their concerns.