Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Survey flags retirement gender gap
By Warren S. HerschOnly 25 percent of all respondents think that their retirement will be better than previous generations'.
March 07, 2014
Using pretax dollars to generate guaranteed lifetime incomeClients today want more from their retirement savings accountsmore in the way of flexibility and control with respect to investment options.
March 07, 2014
Sales of Immediate Annuities SoarDespite low interest rates, sales of immediate annuities hit a record $8.3 billion last year, LIMRA says.
March 06, 2014
Annuities and Taxes, Pt. 2: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and the rules governing the income taxation of payments received under annuity contracts.
March 06, 2014
John Hancock Changes 401(k) Plan PricingJohn Hancock is changing the pricing on its 401(k) plans to help sponsors address issues of fairness in allocating plan expenses across all participants.
March 06, 2014
Richer in retirement: Get hitched or stay hitchedIt turns out that getting married or staying married is good for your bottom line during retirement.
March 06, 2014
Richer in retirement: Get hitched or stay hitchedIt turns out that getting married or staying married is good for your bottom line during retirement.
March 06, 2014
Do your clients have retirement assets in 'orphan' accounts?A recent survey of working Americans age 45-75 with more than $100,000 in household assets found that the majority had balances left in former employers' DC plans, creating "orphan" accounts.