Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Recent SEC Exams of RIAs Focusing on Client Retirement Accounts
By Nick ThorntonFollowing up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
December 28, 2015
Who wants to retire at 72?Americans would have to work until 72 to maintain current worker-retiree ratio, a former UN population director says.
December 28, 2015
4 secrets to a happy retirement from the 80-something crowdThere are a few simple ways to ensure retirement happiness, says a recent survey, but clients cant do it alone.
December 24, 2015
Investment-Only Variable Annuities, Pt. 2: The Importance of Due DiligenceWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 23, 2015
Investment-Only Variable Annuities, Pt. 1: Who Should Invest in Them?IOVAs have gained popularity recently, since they tend to be straightforward and offer a wide variety of investment options. That doesn't mean they're right for every client at every time.
December 23, 2015
Who Wants to Retire at 72?Americans would have to work until 72 to maintain the current worker-retiree ratio in 2050, former UN population director Joseph Chamie says.
December 22, 2015
How to Protect Inherited Retirement AssetsDesignating a beneficiary for clients retirement accounts doesnt guarantee the assets will be properly distributed, lawyer John Goralka warns.
December 22, 2015
A little more inflation would be good for everyoneWe really need to monitor, over time, actual inflation performance to make sure that it is conforming to the Feds forecast, Yellen said.