Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
73% of Advisors Don't Have a Written Succession Plan: FPA
By Bernice NapachMany advisors can relate to the cobbler whose children have no shoes.
April 13, 2018
Annuities Boost Single Women's Retirement Confidence: LIMRAThe effect on single men isn't as pronounced, the LIMRA Secure Retirement Institute finds.
April 10, 2018
Is Census Data Skewing the Retirement Picture?Under-reporting of savers feeds the narrative that there's a retirement crisis, ICI says.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
Boomers With Advisors, Annuities Are More Retirement-Ready: IRIBoomers with annuities are more likely to have at least $100,000 saved, IRI finds.
April 03, 2018
Using Variable Annuities as a Tax-Friendly Rebalancing ToolA VA can provide a way to rebalance a portfolio of stocks and bonds with minimal tax impact.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
April 01, 2018
Blockchain Can Usher In Community-Driven Retirement PlanningA founder of a blockchain-based retirement planning platform says this is a good time to start.