Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Creative Planning Strikes Its Biggest Deal to Date
By Bernice NapachThe RIA has acquired the retirement division of Iron Financial, which has $6 billion in assets.
February 02, 2021
Here's a New COVID-19 Nightmare, for YouEconomists say the long-term effects of this pandemic on annuity sales could be bad.
February 02, 2021
TrueChoice Adds Advice Platform: Annuity MovesMetLife has a big pension deal, Pru is teaming up with NextCapital, and Harry Stout has published a book.
February 02, 2021
12 Worst States for Retirement: 2021WalletHub graded the states on 45 metrics tied to affordability, quality of life and health care.
February 02, 2021
Investment Firm Closes on Global Atlantic AcquisitionA $4.7 billion deal makes KKR a major player in the U.S. annuity market.
February 02, 2021
Year-End Stimulus: What Changed for Retirement Plan ParticipantsThe Consolidated Appropriations Act of 2021 did not continue much retirement-related relief into the new year.
February 02, 2021
IRS Approves Another Annuity Fee Payment ArrangementThe letter covers a product family that includes a RILA contract.
January 29, 2021
Principal Sees COVID-19 Impacting EarningsLoan problem rates have been low, and the company has resumed using cash to buy back shares.