Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Make post-retirement benefits goals flexible
By Allison BellOpinion: The much-hated Medicare sustainable growth rate limit was a great model.
January 30, 2017
DOL Tries to Clarify QDIA Regs on Annuities in TDFsTDFs that feature annuities may be used as QDIAs in 401(k) plans, according to a Labor Department information letter.
January 30, 2017
LPL to Pay $3.7M Over Star Rep’s Unsuitable VA Sales to SeniorsState regulators make the move in connection with over $1.8 million in commissions on variable annuities made by Roger Zullo and the IBD.
January 24, 2017
Fixed Indexed Annuities to Dominate 2017 Annuity MarketplaceWhile the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.
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.