Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Suit Puts Structured Settlement Market in Spotlight
By Warren S. HerschThe market generated $5.8 billion in annuity premiums in 2016, with a 4% standard commission rate.
May 05, 2017
Keep Longevity From Killing Your Clients’ RetirementUnderstand your clients' goals and then build a portfolio to meet their income requirements. Here's an example.
May 04, 2017
How the WEP and GPO Affect Retirement IncomeIf you have clients who have worked in both the public and private sectors, make sure you know how their retirement income could be affected by the WEP and GPO.
May 04, 2017
Senate Revokes State-Run Retirement Plan OptionLabor Departments rule was sold as an aid to small businesses but trapped employees of small businesses into a bad option, says Chamber of Commerce.
May 02, 2017
Senate Confirms Jay Clayton as SEC ChairmanGroups press Clayton to prioritize uniform fiduciary rule for brokers and advisors.
May 02, 2017
Income Riders Offer Post-Fiduciary Rule Save for AnnuitiesMany advisors may find themselves offering fixed annuities so as not to trigger the fiduciary rule, but new income riders may change the game.
May 01, 2017
Beyond DOL Fiduciary Rule: 4 Key Retirement Policy Areas to WatchThe DOLs fiduciary rule has been the focus of the advisory industry for months. But other policies in the works could affect investment managers.
May 01, 2017
Annuity Players Continue to Fight Low RatesCNO's rate on new money rose, but its overall yield fell.