Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The Roth Annuity: A Bright Star in Annuity Investing
By Robert Bloink, William H. ByrnesAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 15, 2016
Court Refuses NAFA Bid to Block DOL Fiduciary RuleThe Department of Labor has scored another legal victory for its retirement rule, this time in federal court in Washington.
December 15, 2016
Annuity Sales to Plunge Under DOL Fiduciary Rule: CerulliIRI also says that industrywide annuity sales in the third quarter dropped 12% from a year ago.
December 14, 2016
Under DOL Rule, Are IRA Rollovers Worth Advisors’ Time?Industry constituents believe that the DOL wants participants to keep their assets in-plan because they are safer in DC plans than in IRAs.
December 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 14, 2016
Mercer Bullard: Think DOL’s Fiduciary Rule Is Too Strict? Blame SECThe investor watchdog talks to ThinkAdvisor about why SEC Chair White has failed investors and why Social Security shouldn't be confused with annuities.
December 14, 2016
Protection during working years impacts retirement outcomesLeakages from DC plans are a serious concern, according to the Center for Retirement Research at Boston College in its 2015 report.