Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Covering Retirement Health Care Costs With a Reverse Mortgage
By David LaMartinaWith its standards updated, reverse mortgages can be extremely useful for paying for health care while protecting other assets and income streams.
July 11, 2017
Rep. Wagner Drafts Bill to Kill DOL Fiduciary RuleRep. Ann Wagners bill seeks to replace the rule with a best interest standard on BDs investment recommendations.
July 11, 2017
5 Top States for Annuity Payment GrowthIn some states, payments increased 4% or more in 2016, according to an NAIC research center.
July 05, 2017
How Prepared Are Boomers, Gen Xers & Millennials for Retirement?A survey from Legg Mason compares the average asset allocation of the different generations.
July 03, 2017
Do Fee-Based Annuities Have a Future?Given the stakes, failure may not be an option for the annuity industry, Raymond James annuity expert Scott Stolz writes.
July 03, 2017
The Truth About Income RidersYour clients may think of adding an income rider to an annuity as the best of both worlds, but this strategy has a downside.
July 03, 2017
Chronic Illness: Planning for Early RetirementIllness inspires a different emotional reaction and a sharper focus on planning for legacy.
July 02, 2017
U.S. Retirement Asset Total Increases 8.5%: ICIAssets in annuities held outside of IRAs and retirement plans rose 5.8%, year over year.