Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
When Clients Outlive Their Longevity Insurance: QLACs
By Robert Bloink, William H. ByrnesFavorable IRS treatment makes QLACsdeferred annuity productsmore appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
April 02, 2013
Consumer mistrust leaves retirement planning in the dustLack of trust prevents many consumers from seeking the financial advice they desperately need to fund their golden years.
April 01, 2013
Baby boomers' underfunded retirementAlthough baby boomers feel they will need an average of $750,000 in order to live comfortably in retirement they have saved an average of $275,000.
April 01, 2013
Baby boomers' underfunded retirementAlthough baby boomers feel they will need an average of $750,000 in order to live comfortably in retirement they have saved an average of $275,000.
March 29, 2013
The next evolution of in-plan guaranteesThe next phase of income solutions has providers expanding their target date options to include in-plan income benefits and guarantees that offer participants a guaranteed income benefit at retirement.
March 29, 2013
The next evolution of in-plan guaranteesThe next phase of income solutions has providers expanding their target date options to include in-plan income benefits and guarantees that offer participants a guaranteed income benefit at retirement.
March 29, 2013
Variable Annuity Sales Slide as Income Annuities Reach RecordOverall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.
March 29, 2013
Income annuity sales hit recordOverall annuity sales for the fourth quarter of 2012 were at $50.6 billion, down 4.3 percent from the previous quarter.