Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
UBS Wants to Buy a U.S. Wealth Manager: Chairman
By Noele IllienThe firm is the biggest global wealth manager but lags its peers in the U.S., where it has struggled to scale its business model.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 22, 2024
IRS Clarifies When Retirement Plan Overpayments Can Be Rolled OverThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.
October 16, 2024
Client Sues Barred Broker Over 'Devastating' Life Insurance PlanBarred brokers selling complex life insurance plans is a growing problem, the client's lawyer says.
October 15, 2024
U.S. Needs Bermuda to Boost Annuity Supply, Regulators SayConference speakers emphasized the big capital hole left by years of low interest rates.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.
October 08, 2024
Getting to the Truth About Longevity Risk with Jackson's Glen FranklinOn this episode of Ask the Retirement Expert, Glen Franklin of Jackson National Life Insurance sits down with ThinkAdvisor Senior Reporter John Manganaro to discuss what financial advisors can do to help correct their clients' views about the linked challenges of longevity and inflation.
October 07, 2024
Top DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary FightThe current state of best-interest regulation is too complicated for retirement investors to understand, says Ali Khawar.