Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012
By John SullivanIts understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
November 27, 2012
Guaranteed Income Will Lead Annuity Industry in 2013One of the defining trends for the annuity market in 2012 will continue in 2013: guaranteed income.
November 26, 2012
VIDEO: RMDs and your senior clients’ financial futureRetirement expert Tom Hegna on what he sees as the biggest threat to a seniors retirement security.
November 21, 2012
Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—SlideshowThe December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.
November 21, 2012
Cold Call Champions: The Winning ScriptsThis is the fourth and final article in my series on cold calling. In previous articles, I promised my readers Send me your cold calling scripts.
November 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.
November 21, 2012
The head of Goldman Sachs wants to raise your retirement ageGoldman Sachs CEO Lloyd Blankfein recently suggested that the retirement age be raised. But is that the answer to fixing the ballooning Social Security deficit?
November 21, 2012
Surprising Findings From MassMutual Review of Its Retirement PlansAlthough more participants in DC plans are from Gen Y or Gen X, boomers hold a larger percentage of assets, according to an analysis by MassMutual of retirement plans administered by the firm.