Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How Does the CARES Act Impact Retirement Planning?
By Roger WohlnerLegislation changes around RMDs, charitable giving and Social Security may impact your client's retirement planning.
June 09, 2020
Investors Don't Want to Shun Companies With Sustainability Issues: SurveyYounger investors in particular want their fund managers to engage with company managers to improve their practices, a survey found.
June 09, 2020
Symetra Adds Indexed Annuity: Annuity UpdateUSAA, FIDx, Milliman and Club Vita also have news.
June 09, 2020
Arizona Adopts Best-Interest Standard for Annuity SalesThe move boosts supporters of the SEC's Reg BI standard.
June 05, 2020
Why Do Some Workers Save Less for Retirement?New research from EBRI and J.P. Morgan Asset Management compares behavior among workers with similar salaries.
June 02, 2020
5 Ideas From a Retirement Expert's New Paper, for Annuity SellersOlivia Mitchell, a professor at the Wharton School, says that COVID-19 has seriously damaged defined benefit pension plans.
June 02, 2020
A Top Social Security Expert Blasts Biden's Reform PlanWilliam Reichenstein tells ThinkAdvisor what he thinks is a fairer way to strengthen Social Security.
June 01, 2020
Carefully Evaluate the Consequences of Accessing Retirement AccountsThe CARES Act offers a wide range of financial relief for individuals and small businesses in the wake of the COVID-19 pandemic, but the ramifications of accessing retirement funds should be carefully considered.