Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Want to Delay Social Security? Buy an Annuity First
By Jane Wollman RusoffEx-Social Security official Jason Fichtner gives ThinkAdvisor a suggestion for retiring clients who want to maximize their benefits.
April 07, 2021
Why You Should Talk to Clients NowAn Allianz Life executive looks at the effects of the pandemic on retirement planning, one year after it began.
April 06, 2021
5 Great Financial Resources for Staying InformedHere's a look at some of what one retirement specialist is reading now.
April 06, 2021
What the 60/40 Portfolio Debate Is MissingThe conversations, and particularly the solutions being suggested, are headed in entirely the wrong direction.
March 26, 2021
Is an Annuity Really Worth It?A new study concludes: You probably won't get out what you pay in, but the real value is in the stability annuities provide.
March 19, 2021
Former New York Life Broker Convicted of Stealing $1M From Elderly ClientA federal jury convicted the ex-broker on 11 counts of mail fraud, 11 counts of wire fraud and two counts of aggravated identity theft.
March 16, 2021
Nationwide Teams With Annexus to Add Indexed AnnuityNationwide also has a partnership with Envestnet's MoneyGuide program.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.