Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Lincoln Financial Posts Surprising Annuity Sales Figures
By Allison BellPricing throughout the annuity sector appears to be "largely rational," CEO Ellen Cooper says.
July 31, 2024
Higher Stock Prices and Worried Investors Boost Q2 Annuity SalesRegistered index-linked annuities and deferred income annuity sales sizzled, according to the latest LIMRA survey.
July 30, 2024
Ameriprise and Wells Fargo Sued Over Low Interest on Client CashThe lawsuits follow similar client complaints against LPL Financial and Morgan Stanley.
July 30, 2024
What the New Emergency Retirement-Distribution Draft Guidance Means for AnnuitiesThe latest IRS draft guidelines includes two new ways for clients to tap their nest eggs under the Secure 2.0 Act.
July 29, 2024
Ameriprise Posts 45% Jump in Variable Annuity SalesDemand rose for variable universal life products that affluent clients can use to build cash value.
July 25, 2024
How to Tell Your New Clients They Made a Wise DecisionIf a purchase was suitable, it's worthy of commendation.
July 25, 2024
Brighthouse Asks Court for Help With Annuity Tied to Murder CaseProsecutors have charged the beneficiary with providing the gun the owner used to kill herself.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.