Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How to Handle Changes to Social Security Claiming Rules
By Michael D. Thomas, J.D.An explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 18, 2015
Bills Introduced to Foil DOL Fiduciary PlanThe SAVERS and ARAP Acts aim to preserve relationships between advisors and retirement savers, supporters say.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 15, 2015
6 Key Economic Trends for 2016: SIFMAMilestones in employment and inflation seen amid steady growth.
December 15, 2015
3 of the best opportunities in retirement income marketThe market for converting pre-retiree assets into future guaranteed income is estimated to be $575 billion.
December 14, 2015
Indexed Annuity Providers’ Latest Twist: Uncapped Index CreditingCarriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities appeal has dimmed.
December 14, 2015
Collaborate with wealthy clients to boost trustAccording to a report, more than half of wealthy customers consolidated majority of their assets with an advisor who developed a written retirement plan.
December 14, 2015
Collaborate with wealthy clients to boost trustAccording to a report, more than half of wealthy customers consolidated majority of their assets with an advisor who developed a written retirement plan.