Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Helping Your Clients Afford a More Expensive Retirement
By Darwin M. BaystonYour client should have plenty of income from annuities, but what if you have to fill in gaps?
April 23, 2017
6 Top House Annuity BillsWhile President Donald Trump pushes for a major tax reform proposal, Congress is considering 45 bills that refer to annuities.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 20, 2017
DOL Fiduciary Rule Hurts Now, Annuity Community SaysBlake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
April 18, 2017
Even Fiduciary Champions Push DOL to Change RuleComments from fiduciary rule supporters, like the Investment Adviser Association and Vanguard, urged the Labor Department for revisions.
April 17, 2017
Less Than Half of Americans Confident They’ll Reach Their Retirement Goals: AICPAOnly 5% of non-retired Americans have already reached their retirement goals.
April 17, 2017
What Are Gift Tax Issues With Annuities?Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
April 16, 2017
NAIC Tees Up on Annuity Suitability ModelsA former state insurance regulator says states are in the best position to handle this particular ball.