Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
4 Annuity Sales New Year's Resolutions
By Rich LaneOne idea: Go out and talk to more people. Face to face.
December 13, 2018
Sales of Fixed Indexed Annuities May Swamp Other Annuities, Report SaysCerulli says that FIAs will make up 40% of total annuity production by 2023.
December 12, 2018
Fixed Index Annuity Sales Shine in Third Quarter: IRIVariable annuity sales were down 4.4% versus the second quarter to $23 billion, while managing to rise 10.1% over the previous year's third quarter.
December 12, 2018
401(k) Plan Improvements Aiding Retirement Security, Survey SaysEmployees are contributing more as are employers, according to the latest survey from the PSCA.
December 12, 2018
House, Senate Votes on Retirement Bills Anticipated by Industry OfficialsIt's unclear whether Brady's legislation will be attached to a year-end spending bill.
December 11, 2018
Anti-Annuity Stance Softening Among Advisors and InvestorsHarold Evensky famously came around, but advisors still acknowledge that annuities can present major issues.
December 10, 2018
Ways and Means Chair Brady Releases Revised Tax, Retirement BillThe revised bill adds a new retirement-related provision on use of 529 savings accounts, as well as tax-related measures.
December 10, 2018
4 'Tipping Points' for Wealthy Clients (& What Advisors Can Do to Help)A good advisor can devise successful strategies to contend with even the most complex financial situations.