Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Spousal Consent Rules and Marriage Contracts
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Ed Morrow, Martin M. ShenkmanWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
August 16, 2017
What’s an Aging Advisor to Do? Join an RIAAfter helping retiring clients for their whole career, many veteran advisors may not know how to help themselves in the midst of a changed industry.
August 14, 2017
Understanding Deferred Variable Annuities’ Two PhasesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 10, 2017
Taxpayers Prefer Roth Retirement Plans: StudyThey might not adequately understand the fallout from their decision, but taxpayers generally prefer back-loaded retirement plans to front-loaded ones, CRR reports.
August 09, 2017
Dalbar Puts a Sellers’ Exemption to Fiduciary Rule on DOL’s DeskIn a comment letter, Dalbar proposes something many fiduciary proponents say the SEC should have been doing all along.
August 09, 2017
Public Pensions Up 12.4% Return Most in 3 Years as Equities SoarStrong returns on stocks and alternative investments made up for low returns on bonds.
August 08, 2017
Fundamentals of Retirement Planning InfographicA five-point guide to help explain how and when a fixed index annuity can help your clients.
August 08, 2017
Tax Credit Boost Could Increase Small-Business Retirement Plans: LPLLPL surveyed 791 small businesses with 25 to 99 employees to find out how to increase access to retirement savings.