Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Top 20 Companies for Annuity Sales: Q2
By John SullivanIndexed annuities remain a bright spot in an otherwise struggling industry.
August 19, 2013
Pushing the retirement age to 70?The debate about when Americans should be able to collect full Social Security benefits is once more under way.
August 19, 2013
How to Build Your Own Solution to Long-Term Care Insurance ScarcityHybrid annuity products that combine the estate and income planning features of an annuity with the protection of LTC insurance are becoming increasingly popular.
August 16, 2013
Annuity rates are up. Are your sales?No more excuses. Annuity rates are on the uptick, so it is about time that sales reflected it.
August 16, 2013
Are We Headed to Mandatory Retirement Savings Accounts?A California bill would use mandatory payroll deductions to provide pensions to millions without 401(k) plans ...
August 16, 2013
LTCI Watch: Rates and roommatesOne reader defends the Fed. Others say I dreamed up something that already exists.
August 15, 2013
Can clients 1035 an inherited annuity?The IRS ruled that a beneficiary could exchange inherited annuities for another, indicating an expansion of the rules governing Section 1035 exchanges.
August 14, 2013
Fiduciary Fate of Millions of Retirement Accounts Soon to Be DecidedING court case heading for trial and impending DOL rule define duties of asset managers and advisors.