Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
What your clients need to know when selling an annuity
By Alanna RitchieWhile the cash in an annuity is intended for future use, some situations require immediate access to those funds.
April 24, 2014
The glide path debate consideredThe notion that an older client should gradually move out of equities has come under fire recently.
April 23, 2014
Retirement Map Drawn in Seconds by New RiskAlyze PlatformRiskAlyze says its new platform allows advisors to show their clients and prospects a clear picture of their financial path to retirement with 95% probability.
April 22, 2014
Rising rates, low returns and high volatility worrying DC consultantsDefined contribution plan consultants are concerned about rising rates, a low return environment and high volatility over the next three to five years.
April 22, 2014
5 facts to know about retirement plan rolloversThe key question one faces after retirement is the determination of whether or not funds should be moved from an ERISA-governed plan to an IRA.
April 22, 2014
5 facts to know about retirement plan rolloversThe key question one faces after retirement is the determination of whether or not funds should be moved from an ERISA-governed plan to an IRA.
April 18, 2014
5 Most Common 401(k) Plan Red FlagsThese big warning signs indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.
April 16, 2014
5 most common 401(k) plan red flagsThe flags indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.