Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke
By Jane Wollman RusoffIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 02, 2015
All in the FamilyOur cover story this month focuses on advisors working with younger family members. When these advisors retire, their children or other relations are poised…
November 02, 2015
Space Travel, Robots and Your Clients’ RetirementSeniors in space? Robots for retirees? There's much to be learned from predictions for "the future" that turned out to be wrong or premature.
November 02, 2015
Older Parents Squeezed Between Paying for College, RetirementTheres no workaround when it comes to paying for kids education and getting ready for retirement.
November 02, 2015
Managing the Variables in a Variable Annuity ExchangeA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.
October 30, 2015
This is what a happy retirement looks likeFor some people's "golden years," having a plan in place has lead to a happy time later in life, but with these rules in place, of course.
October 30, 2015
Octogenarians Weigh In on RetirementNew York Life polled retirees 80 and older on why they retired when they did and where they get their income.
October 30, 2015
FINRA orders 5 firms to pay restitution to retirement fundsThe Financial Industry Regulatory Authority has ordered 5 firms to pay more than $18 million in restitution to customers.