Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Top 5 Life and Annuity Stories of 2025
By Allison BellCompanies kept moving forward in a market where clouds gathered but sales held up.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
December 23, 2025
NAIC Adopts Annuity Sales Rule Guidance UpdateThe move is part of the effort to move to a best-interest standard, from a suitability standard.
December 23, 2025
NAIFA President Worries About Life and Annuity Long-Term Care RidersChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 22, 2025
Invesco Approves Move to Convert QQQ Into a Standard ETFSubject to board approval, Invesco will now lower QQQ’s expense ratio by two basis points to 0.18%.