Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
What the Heck Is a 'Financial Instrument': Annuity Model Commenter
By Allison BellBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.
July 30, 2019
DOL Puts Annuities in Association Retirement Plan FootnoteThe question is whether employers might discriminate based on lifespan risk.
July 29, 2019
Parents' Health Care Spending Can Be a Risk to Clients' RetirementAdvisors need to know where their clients stand as far as aging parent patient care to avoid costly mistakes.
July 29, 2019
DOL Issues Final Rule on Association Retirement PlansIn addition, Labor has issued a request for information on other kinds of multiple employer plans.
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 22, 2019
Annuity Product Update: Athene, AXA EquitableAthene is adding an indexed annuity that's registered as a security with the SEC.
July 22, 2019
Women Less Optimistic Than Men About the Market: NationwideYet they're still less financially prepared, even when they have an advisor, according to a survey.
July 22, 2019
Vanguard Files for International Core Stock Fund: Portfolio ProductsAlso, Athene launches its first registered index-linked annuity.