Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The ‘other’ advisor
By Stan HaithcockMaybe its time to work with the other advisor your client knows.
August 14, 2013
California firm hit with million-dollar retirement judgementA California company and its management team have been ordered to repay $1.1 million to 13 employee benefit plans.
August 13, 2013
Helping ‘transition boomers’ transition to retirementWith advisor guidance, these on-the-cusp-of-retirement baby boomers can make a smooth shift into their golden years.
August 13, 2013
Helping ‘transition boomers’ transition to retirementWith advisor guidance, these on-the-cusp-of-retirement baby boomers can make a smooth shift into their golden years.
August 12, 2013
Focus Financial Adds $2.2B TelemusTelemus Capital comes on board in Michigan; meanwhile, Pensionmark Retirement adds a branch in San Diego.
August 12, 2013
Annuitant-driven vs. owner-driven annuity contracts: Which is best?Here are some pointers on the implications of each policy, whether fixed or variable, and how the contract may need to be written and why.
August 12, 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 12, 2013
8 of the Worst Financial Meltdowns by AthletesFrom bad investments to bad lifestyle choices, athletes never seem to run out of ways to lose millions.