Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Fed Interest Rate Team Worries About Some of Annuity Issuers' Assets
By Allison BellAdvisors to a committee that sets short-term interest rates are worrying about insurers' private credit portfolios.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 14, 2025
Firm Hit by MOVEit Data Breach May Settle for $8.5MThat will cover 1.2 million affected people and could hint at what's ahead for people in other litigation classes.
August 14, 2025
DOL Lifts Warning on Alts in 401(k)sThe move follows Trump’s executive order that paved the way for alternative assets to be included in retirement plans.
August 13, 2025
Helping Gen Z Retire Without Becoming 80-Plus InfluencersJust a few years ago, they were children. In not so very many years, they will retire.
August 12, 2025
Nationwide Picks Hawley to Succeed Carter as Financial Services HeadCraig Hawley, who has been with the company since 2000, has been leading the annuity unit for a year.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Most Advisors Are Using Private Investments in Portfolios: EmpowerAnd their use is set to expand to retirement plans for high-net-worth and wealth-advised investors, according to one poll.