Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Deferred Income Annuities: More Than Just Longevity Insurance
By William H. Byrnes, Robert BloinkMany clients continue to view deferred income annuities only as longevity insurance, but this common view has become more and more inaccurate.
July 01, 2014
Don’t let the taxman crash your client's retirementFailing to fund your tax-deferred retirement accounts costs you cold hard cash now and later.
June 30, 2014
New on the VA Block: The GOVASeveral annuity companies are now offering what the Insured Retirement Institute calls an innovative product: the growth-oriented variable annuity (GOVA). The annuity, IRI said, is designed to grow and protect the annuity holder's asset base, knowing that it can be converted to a guaranteed income stream at a later date.
June 30, 2014
Assessing the Annuity LandscapeSome advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
June 30, 2014
GMO’s Inker: Don’t Outlive Your Retirement MoneyThe GMO strategist talks with Research about dynamic asset allocation and more.
June 30, 2014
12 annuity suitability factors you need to knowThese 12 points must be considered by any advisor prior to recommending an annuity.
June 30, 2014
NARAB II Bill Would Help Retirees Keep Advisor When Moving Out of StateIRI says there is unprecedented support for the bill, which would establish an insurance licensing clearinghouse for financial professionals operating in multiple states.
June 30, 2014
Variable Annuities a Top Source of Customer Complaints: FINRAFINRA says it is "very focused" on VAs, particularly on more complex ones that have caps and buffers to manage market risk.