Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
By Joyce HansonJeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 16, 2013
ING U.S. files for public stock offeringThe move follows the companys initial public offering in May, in which it raised $600 million.
September 13, 2013
Safe Harbor 401(k) deadline fast approachingThe Safe Harbor enables small-business owners and any highly compensated employees to make the maximum contributions either tax-deferred or after tax regardless of income.
September 13, 2013
SNL: Q2 annuity results mixedMetLife takes top spot despite a 20% decrease in annuity considerations.
September 13, 2013
SNL: Q2 annuity results mixedMetLife takes top spot despite a 20% decrease in annuity considerations.
September 12, 2013
The Retirement Time Bomb No One’s Talking About ... YetPension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.
September 12, 2013
Retirement education at workEmployers are learning they need to do more to try to educate their workers about retirement.