Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The charitable gift annuity: 10 talking points for donors
By Tom NawrockiFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 07, 2015
What is forcing workers to retire earlier than they planned?The Center for Retirement Research at Boston College says one issue is forcing workers into retirement earlier than theyd planned on going.
December 07, 2015
What is forcing workers to retire earlier than they planned?The Center for Retirement Research at Boston College says one issue is forcing workers into retirement earlier than theyd planned on going.
December 07, 2015
3 ways to minimize the tax burden on retirement incomeAdvisors can help their clients minimize taxes on retirement income by encouraging them to plan ahead and follow these pieces of advice.
December 07, 2015
3 ways to minimize the tax burden on retirement incomeAdvisors can help their clients minimize taxes on retirement income by encouraging them to plan ahead and follow these pieces of advice.
December 07, 2015
EMoney’s in the Red Zone, but Can It Score?An advisor pointed out an issue he had with eMoneys financial planning software, which in my opinion needs additional work to be more accurate.
December 04, 2015
Reality casts gloom on retirement despite pre-retiree hopesWhile overall theyre happy to be retired, retirees paint a picture of limited means and possible financial disaster.