Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
DOL Tries to Clarify QDIA Regs on Annuities in TDFs
By Nick ThorntonTDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.
January 23, 2017
Why Donald Trump Has David Kotok Worried About the Global EconomyThe investment manager cashed out of many stocks following Trump's election.
January 23, 2017
Jackson National aims at fee-based, investment-only marketA new product comes with a monthly contract charge, but no mortality or expense charge.
January 20, 2017
DOL Posts Indexed Annuity Fiduciary Rule Exemption DraftTo get supervisory responsibility, a marketing organization might need $1.5 billion in annual sales.
January 20, 2017
The Roth annuity: a bright star in annuity investingFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 20, 2017
The Roth annuity: a bright star in annuity investingFor the right client, adding a Roth IRA into the mix can eliminate or reduce the impact of the potential downsides of an annuity investing strategy.
January 17, 2017
Small companies have a big retirement problemAt companies with fewer than 50 workers, not even half the employees have access to a 401(k) or pension, according to the Bureau of Labor Statistics.
January 17, 2017
Small companies have a big retirement problemAt companies with fewer than 50 workers, not even half the employees have access to a 401(k) or pension, according to the Bureau of Labor Statistics.