Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The little-known IRS rule that could change your client's retirement plan
By Robert Bloink, William H. ByrnesClients can use funds earmarked for retirement to implement an annuity strategy that guarantees income during retirement while they are still working and contributing to a 401(k).
September 12, 2014
Student debt threatens retirement for swelling numbersIf student loans are not paid off, the government takes from Social Security benefits.
September 12, 2014
Student debt threatens retirement for swelling numbersIf student loans are not paid off, the government takes from Social Security benefits.
September 11, 2014
Great-West Names President of New Retirement GroupEdmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
September 11, 2014
Annuity Sales Hit 3-Year High: IRICiting Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
September 10, 2014
Retirement priorities in U.S. comparable to levels worldwideBetween 65 and 89 percent of survey respondents globally acknowledge the need to save more, both generally and specifically for retirement.
September 10, 2014
Retirement priorities in U.S. comparable to levels worldwideBetween 65 and 89 percent of survey respondents globally acknowledge the need to save more, both generally and specifically for retirement.
September 10, 2014
Covering the ‘Naked’ Fiduciary in Retirement PlansRetirement plan sponsors and advisors are getting more sophisticated about their fiduciary liability insurance needs, but the problem is far from resolved.