Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity sales spike in Q2
By Paula Aven GladychWith interest rates rising, the IRI says it's seeing annuity sales swing up, with fixed sales reaching their highest mark in six quarters and variable annuity sales at their highest level in a year.
September 03, 2013
Profile of a Niche: Portuguese Speakers’ Gateway to Wall StreetMorgan Stanley's Domitilia dos Santos has found a true niche prospects are highly motivated to find her and clients highly reluctant to leave her.
September 03, 2013
Rising Rates Boost Q2 Annuity SalesMorningstar and Beacon Research report increases in both fixed and variable annuity sales.
September 03, 2013
Why a DB(k) plan could save your client's retirementIf your boomer clients are struggling to catch up in the retirement savings game, this may be the solution they need.
September 02, 2013
DB(k): A 10-Year Retirement Strategy for Business OwnersA DB(k) plan allows a business-owning client (or advisor) to save more than 10 times as fast as a traditional plan and reap dramatic tax savings.
August 30, 2013
Retirement plan sponsorship, participation growsIn 2012, 61 percent of all workers worked for an employer or union that sponsored a pension or retirement plan, up from 59 percent in 2009.
August 29, 2013
Want to Retire on Less Than $1,200 a Month? Try Living AbroadKathleen Peddicord explains why more retirees are considering leaving the country and what this trend means for advisors.
August 28, 2013
Deferred Income Annuities Reach Record SalesThe strong performance reflects recent product innovation, according to IRI research.