Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Fewer Advisors Means More Automation: Celent
By Danielle AndrusThe impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
May 27, 2015
Annuities, insurance, investments: A triple crown retirement income strategyNew research provides an in-depth study of the projected financial results of combination strategies involving annuities, life insurance and traditional investments-based retirement accounts.
May 26, 2015
William Sharpe: The First Robo—The 2015 IA 35 for 35Bill Sharpes Financial Engines might be called the first robo-advisor.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.
May 26, 2015
It’s splitsville: Divorce and SPIAs 2015 updateWhen the annuity is valued for division purposes it always valued relative to the individuals(s) who benefit from the contract.
May 26, 2015
Annuities, Insurance, Investments: A Triple Crown Retirement Income StrategyWade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
May 22, 2015
A well-rounded retirement planning educationSome clients ask their advisor to focus on a specific area, but many want a more holistic approach.