Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
By Bernice NapachThese are the key findings from Financial Finesse's 2016 Year in Review report.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 23, 2017
American workers lack confidence, feel stressed about retirementWhile 60 percent of workers share some optimism about their retirement, that number is falling, according to the 2017 Retirement Confidence Survey.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 21, 2017
Rare good news from the DOL (yes, about retirement investing)Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.
March 20, 2017
Did Warren Overreach in Blasting Annuity Sales Perks?Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
March 20, 2017
Top 20 Companies for Annuity Sales: 2016Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
March 20, 2017
Wells Fargo Card Requests Drop by Most Since Scandal EruptedNew checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.