Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Swedroe Says 'Ignore All Forecasters,' Market Noise
By Jane Wollman RusoffThe strategist says advisors can also disregard market outlooks, which have "nothing to do with the client's financial and life goals."
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.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
House Panel Marks Up 'Secure Act 2.0' Bill on Annuities, RMDsThe Secure 2.0 bill includes QLAC, variable annuity ETF and annuity minimum distribution rule provisions.
May 03, 2021
Advisor Group Seeks at Least $900K From Venerable in LawsuitThe broker-dealer alleges the variable annuity firm is guilty of breaching the terms of a marketing agreement.
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.