Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Universal life: rethinking its role in retirement planning
By John DeremoThere are key reasons why UL merits a place in the discussion with certain clients during the retirement planning process.
September 17, 2014
Retirement Industry Plans National Ad CampaignSome of the industrys biggest players are gathering this week to lay the groundwork for a campaign aimed at turning more Americans into super savers.
September 17, 2014
Congress Begins to Tackle RetirementCongress this week is turning its attention to the countrys retirement security crisis, particularly for workers in small and midsize businesses.
September 17, 2014
Congress begins to tackle retirementMultiple employer plans for small and midsized businesses could be expanded.
September 16, 2014
How to risk proof retirementThe author argues in favor of risk-proofing the income needed to provide a retirees lifestyle floor.
September 15, 2014
Safeguarding Retirement With 401(k) Plan In-Service WithdrawalsLittle-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
September 15, 2014
The little-known IRS rule that could change your client's retirement planClients 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 15, 2014
The little-known IRS rule that could change your client's retirement planClients 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).