Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The 401(k) is wreaking havoc on retirement
By Ben StevermanRetirement inequality is on the rise as pensions decline and access to employee-sponsored savings plans increasingly favor the college educated.
August 23, 2016
Transamerica survey highlights American retirement insecurityClose to half (45 percent) of baby boomer workers are expecting a decrease in their standard of living when they retire, according to new research.
August 22, 2016
The Post-70 ½ Retirement Plan Contribution RulesBy the time many clients reach age 70 , they are ready to enjoy retirement and are well aware of the obligation to begin taking required minimum distributions (RMDs) from various retirement accounts.
August 22, 2016
Finding the Best Options for Lump Sum Pension BuyoutsHelping clients with lump sum windows from pensions decide whether to take the lump sum; how to invest it.
August 22, 2016
Group pension buy-out sales top $1 billion for fifth straight quarterAs companies increasingly look to transfer their pension risk, buy-out sales surpassed the $1 billion mark once again.
August 22, 2016
Why aren't retirement savers choosing annuities?Savers turn away from annuities based on behavioral factors, Center for Retirement Research says.
August 18, 2016
The conflict at the heart of U.S. retirement plansThe latest wave of class-action lawsuits related to administration of defined-contribution plans targets 403(b) plans used by non-profits.
August 18, 2016
Most Americans concerned about health care expenses in retirementAlzheimer's disease, the most common form of dementia, is one of the most devastating health concerns facing retirees.