Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
IRAs Could Soon Help Pay for Long-Term Care Insurance
By Allison BellLife insurers want the IRS to issue the regs they need to implement a Secure 2.0 provision.
June 06, 2025
This Annuity Feature Would Help Clients Manage a Health ShockThree economists have dreamed up a rider that would offer higher payouts when the client suffers a health catastrophe.
June 05, 2025
Political Uncertainty Hangs Over Life and Annuity Sector at S&P MeetingEverything has been going pretty well for the companies, except the world.
June 04, 2025
Variable Annuity vs. 60/40 Portfolio: Which Won Wade Pfau's Retirement Income Face-Off?Putting 30% of assets in a contract greatly increased the odds of success, but a hypothetical 95-year-old had problems.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
June 03, 2025
Alternative Assets Aren't a Good Deal for Clients: Expert"Alts bring extraordinary costs but ordinary returns," says investment consultant and author Richard Ennis, CFA.
May 30, 2025
House Bill Targets 105-Year-Old Social Security BeneficiariesA Florida lawmaker wants someone to see if they're still really eligible for federal benefits.
May 29, 2025
Baby Boomers Might Be Fragile, Economist WarnsNicholas Reynolds says people born after 1947 have lower earnings and higher mortality than their elders.