Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Should Advisors Use Annuities for Their Clients?
By Bernice NapachAdvisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
July 31, 2019
What the Heck Is a 'Financial Instrument': Annuity Model CommenterBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.
July 31, 2019
Advisors' Advice: Are Annuities Worth It?Six advisors told us how they use — or avoid — annuities for their clients.
July 30, 2019
Maybe Insurers Could Start Multiple-Employer Retirement Plans: DOLDOL's benefits arm wonders whether financial services company MEPs should get to compete with association plans.
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.