Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuities Are Neither Good nor Bad — as Long as Clients Come First
By Laurence GreenbergWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 04, 2015
How women's lower pay will come back to haunt them in retirementLiving longer, women need more retirement money but their lower pay hurts no matter how hard they try to save.
November 03, 2015
Military not impressed with new retirement planMany career military service members want noncareer military to have a retirement planbut they dont want their own pensions to disappear. And they don't want a defined contribution plan either.
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.