Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Do your clients have retirement assets in 'orphan' accounts?
By LIMRAA 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.
March 05, 2014
American College receives $1M gift to establish fellowshipThe gift will support select fellows advancing through the New York Life Doctoral Program in Financial and Retirement Planning.
March 05, 2014
Gen X and Gen Y showing retirement readinessAre Gen X and Y individuals finally taking retirement seriously?
March 04, 2014
Obama budget steps up retirement provisionsThe president calls for establishing IRAs for the estimated 13 million people who dont have them through their employers.
March 04, 2014
Obama’s 2015 Budget Riles Up Retirement IndustryIndustry officials are bristling over the proposal to limit retirement plan contributions.
March 03, 2014
Using Pretax Dollars to Generate Guaranteed Lifetime IncomeFor some clients, investing a portion of a traditional 401(k) in a fixed indexed annuity with a guaranteed lifetime income rider offers flexibility and control.
March 03, 2014
Annuities and Taxes, Pt. 1: Variable Immediate Annuity PaymentsThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
March 03, 2014
10 retirement plan tax facts you need to knowRetirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.