Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
9 Reasons Retirement May Go Extinct
By Marlene Y. Satter, BenefitsProMillennials in particular represent a shift in attitude that includes very unretirement-like plans.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
December 03, 2016
The new retirement: working right to the end [infographic]Millennials' desire to remain gainfully employed in retirement stands in marked contrast to that of the oldest respondents in the Merrill Edge survey.
December 02, 2016
Indexed annuity sales on track to reach $60 billionMulti-year guaranteed annuity sales performed well during the quarter, driven by banks offering them as an alternative to low-yield products.
December 02, 2016
Wells Fargo to Keep Commission-Based Retirement AccountsThe bank outlines steps being taken to support "client choice" under the DOL fiduciary rule.