Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Non-Variable Annuity Sales Still Look Good: Survey Managers
By Allison BellIn the coming months, falling rates could change that.
August 20, 2019
Deferred Income Annuities: Loved by Economists, Ignored by InvestorsA Brookings paper explains how these products make longevity insurance relatively cheap and says new legislation could make them more popular.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 19, 2019
Regulators Could Help Life Insurers Buy More StockThe idea could have a big effect on issuers of annuities as well as of life insurance.
August 16, 2019
Legendary Ex-Fraudster Frank Abagnale: How Not to Get Scammed"Think like a predator," the con artist turned antifraud consultant tells ThinkAdvisor.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.
August 13, 2019
5 IRS Asset-Based Annuity Fee Ruling PossibilitiesOne key point: Great American Life has a letter, too.