Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How to gauge the income tax consequences of an annuity transaction
By Russell E. Towers, J.D., CLU, ChFCEach of these 15 common annuity transactions has a different income tax implication.
May 13, 2016
Survey flags 5-year gap between planned, actual retirement agesThe age at which today's workers expect to retire, says Gallup, is significantly older, on average, than that of current retirees.
May 12, 2016
Colorado House Panel Tables State-Run Retirement PlanIts one step forward, two steps back for some states attempts to set up state-run retirement plans.
May 12, 2016
What women want: Annuitizing retirement assetsWomen have different needs than their male counterparts when it comes to retirement.
May 11, 2016
Recruiting Roundup: RBC Wealth Opens New Georgia BranchThe location is led by a producing manager formerly with Morgan Stanley; meanwhile Focus Financial adds group in Australia.
May 09, 2016
Top Portfolio Products: Pershing Adds 3 Robo-Advisors to Its PlatformThis week's new products and services include three robo-advisors added on one platform and six new options in an investment-only variable annuity.
May 09, 2016
The rich have you beat in retirement, tooThe U.S. retirement landscape is starting to look like a Charles Dickens novel.
May 09, 2016
New Reason to Delay Retirement: You’ll Live LongerIn a large study, both healthy and unhealthy workers who retired just one year later than average significantly reduced their mortality risk.