Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
EBRI: Most expect to work in retirement
By Warren S. HerschRetirement confidence is slowly improving but almost exclusively among those with higher household income and those participating in a retirement plan.
March 17, 2014
Prudential Retirement Names Reddy Head of InvestmentIn this newly created role, Srinivas Reddy will be responsible for all aspects of the investment and retirement income businesses.
March 17, 2014
Top 20 Companies for Annuity Sales: 2013Total annuity sales, which include variable and fixed annuities, saw the largest quarterly percentage increase in 11 years, LIMRA reported.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.
March 14, 2014
Annuities and Taxes, Pt. 5: Longevity AnnuitiesThe Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
March 14, 2014
9 requirements of tax-sheltered annuity contractsWhat nine requirements must tax sheltered annuity contracts (403(b) plans) meet?
March 14, 2014
Annuity update: Sales reach $61.9B in Q4 2013For full year 2013, annuity sales were $230.1 billion, a 5 percent increase over 2012.
March 14, 2014
Novant suit highlights steep retirement plan feesA retired doctor and six others are alleging Novants plan saw a more than 10-fold increase in fees over three years and contains costly investment choices.