Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
FINRA Issues RMD Alert on Secure Act Changes
By Melanie WaddellThe updated investor alert explains some "tricky" new requirements, specifically if a variable annuity is held in an IRA.
February 04, 2020
Will Secure Act Move the Needle for Annuities in Retirement Plans?Annuity providers caught the proverbial car they were chasing. Now what will they do with it?
February 04, 2020
Alliance for Lifetime Income Launches Research GroupIndustry academics Michael Finke and Wade Pfau will help with scholarly research on annuities.
February 04, 2020
Benefits Broker OneDigital Buys a $45B RIAThe combined entity will offer retirement, health care, insurance and other services to small and midsize firms.
February 04, 2020
Brighthouse Adds Indexed Annuity: Annuity Product UpdateThe life insurer will offer the contract through Market Synergy Group IMOs.
January 31, 2020
Ameriprise Adjusts Annuity Offerings for Low-Rate EnvironmentPart of the stategy includes the introduction of a new structured annuity.
January 31, 2020
Reg BI Creates 'Fake Fiduciaries': Jane Bryant QuinnThe bestselling author tells ThinkAdvisor her thoughts on Reg BI, the Secure Act and why she dislikes FIAs.
January 29, 2020
Ex-Miami Dolphin Joins South Florida FirmShawn Wooden and Travis Ruane team up with Associated Financial Consultants & Investor Services.