Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Closing the Retirement Plan Contribution Gap
By David LaMartinaAdvisors can prepare their female clients for higher incomes and lower longevity risk in retirement by helping them planning beyond their employer 401(k)s.
October 25, 2017
Putnam CEO Faults 401(k) Shift as ‘Tax Gimmick’ Hurting the PoorRobert Reynolds and Thomas Marra suggest that tax breaks have something to do with retirement savings.
October 25, 2017
Women’s Unique Retirement Challenges Part 2: Doing More With LessAdvisors have an opportunity to help their female clients married or not address risks unique to women.
October 24, 2017
Working Past 70½? Skip the 401(k) RMD Without PenaltyFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 19, 2017
Nobel Winner Richard Thaler Can Help ‘Nudge’ Your Client’s 401(k) DecisionsWhat would happen if you used the concept of a nudge in your best clients company retirement plan accounts?
October 19, 2017
How an FIA Generates Retirement Income InfographicFor more retirement income information, visit the American Equity Planning & Education page. For clients interested in exploring…
October 19, 2017
Divorce in Retirement: Helping Female Clients Plan AnewGiven that women control the majority of personal wealth in the U.S., advisors can help to serve their needs in times of divorce.
October 18, 2017
GAO: Overhaul Entire US Retirement SystemMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.