Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
5 Ideas From a Retirement Expert's New Paper, for Annuity Sellers
By Allison BellOlivia Mitchell, a professor at the Wharton School, says that COVID-19 has seriously damaged defined benefit pension plans.
May 29, 2020
Finke, Blanchett on 4% Rule: Retirement Success Is Flexibility, Not FixationRelying on a fixed withdrawal percentage is unrealistic, Michael Finke says in a ThinkAdvisor webinar.
May 29, 2020
Americans Ponder Savings Protection, Expect Further Stock Drops: Allianz LifeForty-five percent said they were willing to give up some potential gains in exchange for loss protection, the insurer found in a survey.
May 27, 2020
IRS Floats Plan to Update Withholding Rules for Annuity PaymentsThe 2020 default rate of withholding on periodic payments will continue to be based on treating the taxpayer as a married individual.
May 26, 2020
Finke, Blanchett: Retirement Advice for Clients in a CrisisMorningstar's Blanchett and the American College's Finke to discuss how to manage volatility, longevity during the COVID-19 pandemic.
May 25, 2020
Variable Annuity Sales Climb 19%: WinkSales of non-variable annuities went in a different direction.
May 22, 2020
Bill Would Require SEC to Create New Annuities FormCurrent rules for registering index-linked annuities deter innovation and create barriers to entry, says a trade group.
May 21, 2020
DOL Finalizes Electronic Disclosure RuleThe rule permits use of modern technology but is more efficient during the COVID-19 crisis, the department says.