Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Social Security to Run 12% Yearly Deficit: CBO
By Dan BermanThe deficit will rise to more than 30% by 2030, according to the CBO, as more baby boomers retire.
December 17, 2013
10 Ways Annuities Can Benefit Estate PlansA principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
December 17, 2013
Boomer Brain Drain Has Nonprofits on EdgeA report from the Plan Sponsor Council of America found nonprofits are expecting to lose at least 10% of their work force to retirement.
December 17, 2013
Keeping Clients From Getting Taxed Twice on Their Retirement IncomeMake sure to consider the state tax implications that may arise when clients tap into retirement income from deferred comp plans after theyve relocated.
December 16, 2013
Annuities and Social Security: What Retirees Need to KnowThree top retirement planners explain how they're dealing with two of the hottest client topics out there.
December 13, 2013
Target Market for Annuities Is Larger Than Most Advisors Think: GenworthWhat do consumers think about annuities? Not much leaving plenty of room for advisors to change that, according to a Genworth survey.
December 12, 2013
Save for retirement of save for your kids’ college?Think creatively: A good education could help your kid support you in retirement.
December 12, 2013
Survey flags boomer retirement planning shortfallNearly 40 percent of plan participants ages 55 and older would not be adequately prepared if they were forced into retirement.