Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Divorce in Retirement: Helping Female Clients Plan Anew
By David LaMartinaGiven that women control the majority of personal wealth in the U.S., advisors can help to serve their needs in times of divorce.
October 16, 2017
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit AllFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 16, 2017
Q2 Bank Annuity Sales Start to Firm UpResults for financial institution distributors look like the results for the market as a whole.
October 16, 2017
Guardian's Top Annuity Sales Executive Says the Excitement Is BackJim Lake has a two-question strategy for helping people understand why they need help.
October 13, 2017
Trump Tax Cuts and Tax-Free Retirement PlanningHeres one wrinkle: any changes made through budget reconciliation would expire in year 11.
October 11, 2017
State-Run Retirement Plans May Not Be the Best Option for Small-Business OwnersWhile state-run plans are proliferating, your small-business clients may find better options in the private sector.
October 11, 2017
Time Running Out to Fix Social Security, Medicare: BPCFurther delays could mean deeper cuts in benefits or increases in taxes or both, according to a Bipartisan Policy Center report.
October 11, 2017
The Unique Retirement Challenges of WomenAdvisors who understand womens unique retirement needs will be better positioned to manage a portion of that growing wealth.