Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Income Riders Offer Post-Fiduciary Rule Save for Annuities
By Robert Bloink, William H. ByrnesMany advisors may find themselves offering fixed annuities so as not to trigger the fiduciary rule, but new income riders may change the game.
April 25, 2017
Helping Your Clients Afford a More Expensive RetirementYour client should have plenty of income from annuities, but what if you have to fill in gaps?
April 24, 2017
Are IOVAs the Future of Variable Annuities?While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
April 24, 2017
This Is the Basic Tax Rule for Annuity PaymentsTax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
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.