Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
A well-rounded retirement planning education
By Ed McCarthy, CFP, RICPSome clients ask their advisor to focus on a specific area, but many want a more holistic approach.
May 22, 2015
Retirement Plans Paid $820M After Failing Nondiscrimination TestingMore than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
May 19, 2015
10 reasons financial professionals need asset-based LTC in their retirement toolboxRetirement nest eggs and financial professionals assets under management are highly vulnerable to a costly health care crisis. Asset-based LTC can help.
May 19, 2015
Annuity sales decline 7% in Q1 2015Every major product line except indexed annuities and structured settlements experienced declines in the first quarter.
May 19, 2015
Annuity sales decline 7% in Q1 2015Every major product line except indexed annuities and structured settlements experienced declines in the first quarter.
May 19, 2015
One solution to make retirement funds last for lifeNatixis' new offering adjusts risk as the account holder ages, shifting to riskier investments after year 15.
May 19, 2015
One solution to make retirement funds last for lifeNatixis' new offering adjusts risk as the account holder ages, shifting to riskier investments after year 15.
May 19, 2015
Can Anyone Make Your Retirement Money Last for Life?The race is on for a product to help prevent retirees from running out of money without the drawbacks of annuities.