Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
FSI Endorses Senate Bid to Preserve Retirement Tax Incentives
By Andy StonehouseAs fiscal cliff talks stagger on, independent broker-dealer group praises Senate Concurrent Resolution 62, and points out that taxes on retirement plans are only deferred.
December 18, 2012
Are Annuities Too Risky for Insurance Companies?The question naturally arises from Canadian life insurer Sun Life Financials decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.
December 17, 2012
Risking retirement on selling the businessData suggests that small business owners are less likely to hold retirement assets and more likely to rely on home equity as their largest asset.
December 17, 2012
Risking retirement on selling the businessData suggests that small business owners are less likely to hold retirement assets and more likely to rely on home equity as their largest asset.
December 14, 2012
Report: delaying annuity income payments can boost payout by average of 9 percentWorking just one more year beyond the age of eligibility to receive an annuity income stream can increase the annual payout by an average of 9 percent, according to a new report.
December 14, 2012
Report: delaying annuity income payments can boost payout by average of 9 percentWorking just one more year beyond the age of eligibility to receive an annuity income stream can increase the annual payout by an average of 9 percent, according to a new report.
December 13, 2012
Fully Funded Retirement in 10 Years: A DB Plan for NowWith higher taxes likely in 2013 and beyond, your small business-owners clients (and you?) may want to take a closer look at starting their own DB plans for retirement.
December 13, 2012
LIMRA: Pre-retirees who work with advisors do more planningThe report shows that 61 percent of pre-retirees who work with advisors have calculated the amount of assets and investments available to spend in retirement compared to 32 percent who dont work with an advisor.