Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Guaranteed lifetime income gets thumbs up, with reservations
By Marlene Y. SatterHalf of all U.S. households of non-retired and retired people who have at least $100,000 in assets are interested in converting assets into guaranteed lifetime income for retirement.
November 12, 2014
Benefit clawbacks: Only way to avoid a pension cliff?Pension reform advocates fear that if Congress fails to intervene before the end of this year, employers will stampede out of the plans, leaving the Treasury on the hook for billions of dollars.
November 11, 2014
The boomer retirement gap: 13 key findings [infographic]More than 6 in 10 (62 percent) of middle-income boomers doubt they'll have enough money to live comfortably throughout retirement.
November 10, 2014
How to Maximize Post-Retirement Income: The PrinciplesProper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a clients retirement income plan.
November 10, 2014
Women and retirement: 4 key findingsSixty-three percent of women who received advice say they feel confident, compared to 45 percent of women who havent.
November 07, 2014
Longevity Annuities Get New Life From Treasury’s BlessingThe new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
November 07, 2014
Annuity owners confident about retirementAre annuities the answer to confidence in retirement planning?
November 07, 2014
Are Deferred Annuities Becoming the Default 401(k) Investment?The IRS approval of deferred annuities in TDFs makes it very likely that the prevalence of these products is about to explode.