Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of Records
By Janet LevauxThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.
December 19, 2016
The Roth Annuity: A Bright Star in Annuity InvestingAdding 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 16, 2016
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax CutsCEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
December 16, 2016
Investors A-OK With Their Investment Management: E-TradeInvestors' top resolution for the year is to use more online tools, the E-Trade survey found.
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.