Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Alicia Munnell: Make 401(k) Auto-Enrollment Mandatory
By John SullivanSeven years after Congress encouraged employers to auto-enroll workers in 401(k)s, the retirement fix has run out of steam, the Center for Retirement Research says.
July 03, 2013
An Advisor’s Role: Keeping Clients From Making Big MistakesPlanner James Wilson says his primary role as a financial advisor is to keep his clients from making big mistakes, like divorce, that can derail their retirement plans.
July 02, 2013
Howdy Doody or Scooby Doo? Mind the Gap Between Early, Late BoomersAdvisors should look at their boomer clients as part of two distinct generations instead of lumping early boomers and late boomers together, according to a report released Monday by the Insured Retirement Institute.
July 02, 2013
Annuity Puzzle Solved: Don’t Buy ThemDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
July 02, 2013
Vanguard Offers Retirement Plan Tools for Mobile DevicesThe fund giants says retirement plan participants can now trade and make other account transactions through their cell phones and tablets.
July 01, 2013
Bamboozled: The mystery of the missing retirement fundsThe moral of the story appears to be: Make some type of contact with the company handling your account.
July 01, 2013
Are Variable Annuity Guaranteed Benefits on Their Way Out?Clients who purchased VAs with lifetime guarantees need to stay alert: nervous insurance companies issuing these guarantees may soon seek substantial modifications to outstanding contracts.
July 01, 2013
Close to 70% of Millennials have no retirement planNearly 70 percent of Millennials have not begun saving nor contemplated a strategy for retirement even as 66 percent report they expect to retire fully by 65.