Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
When Trusts and Annuities Collide, Big Tax Damage Can Follow
By William H. Byrnes, Robert BloinkTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 14, 2016
RIAs, Reps Plan to Drop Small Clients Under DOL Fiduciary Rule: FidelityReps and RIAs alike also expect added compliance costs and a shift in products they recommend, away from variable annuities and toward managed accounts.
March 11, 2016
Managed Accounts Benefit Employers and Employees Alike: FidelityManaged accounts are a great employee retention tool and help workers invest appropriately for retirement, employers say in a Fidelity study.
March 11, 2016
4 Ways to Plan for a Healthy RetirementHealth care represents one of the most significant challenges for people planning their retirement. For one, it can be hard to plan for.
March 10, 2016
Moody's settles Calpers ratings lawsuit for $130 millionThe accord follows S&Ps $125 million in similar California case.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 09, 2016
A Retirement Cost Reality Check, in 4 ChartsClients must prepare for longer lives with lower portfolio returns and rising costs, Katherine Roy and Anne Lester of J.P. Morgan Asset Management say.
March 08, 2016
Senators Question Timing of DOL Retirement StudyThe senators "are simply seizing on even the thinnest of pretexts to criticize" DOLs forthcoming rule, argues consumer advocate Barbara Roper.