Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Avoiding Pre-Retirement Rollover Traps: The Pro Rata Rule
By Robert Bloink, William H. ByrnesRoth conversions and 401(k)-to-IRA rollovers often do not mix, especially in the same year.
August 28, 2015
Is there a silver lining in declining annuity sales?As interest rates start climbing, watch for insurance companies to roll out more attractive annuities.
August 26, 2015
Pension Buyouts Up 700% in Q2With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
August 26, 2015
Employers concerned about retirement readiness of their workersLIMRA's Secure Retirement Institute found that workers' retirement readiness is top-of-mind mind with employers.
August 25, 2015
The retirement troubleshooter: How a single suite of asset-based LTC products addresses multiple client issuesIn a crowded market for insurance advice, the ability to bring a portfolio of LTC solutions to the table also serves as a competitive differentiator.
August 25, 2015
10 principles for holistic advisingAdvisor of the Year Eric Scott says that holistic planning gives clients the very best coverage in their retirement, and also helps advisors find that most elusive asset: a healthy work-life balance.
August 25, 2015
10 principles for holistic advisingAdvisor of the Year Eric Scott says that holistic planning gives clients the very best coverage in their retirement, and also helps advisors find that most elusive asset: a healthy work-life balance.
August 25, 2015
Second quarter 2015 pension buy-outs set sales recordsSales of group pension buyouts increased more than 700 percent in the second quarter of 2015 compared to the year-ago period.