Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
By Gil WeinreichSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 15, 2012
South Dakota Sends Annuity LTC Trigger BulletinWhere is the line between an annuity feature and a health or LTCI policy?
August 13, 2012
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?Its not just the automakersan increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
August 13, 2012
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s PoterbaCan the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.
August 09, 2012
LIMRA: More than Three-Quarters of Recent Annuity Buyers Are SatisfiedThe survey reveals that 86% of traditional fixed annuity buyers are satisfied with their deferred annuity purchase. Likewise, most buyers of variable annuities (75%) and indexed annuities (83%) are also satisfied with the purchases, the survey reveals.
August 09, 2012
Fidelity Retirement Sales Up 36%For the first half of 2012, defined contributions topped $25 billion versus $18.5 billion a year ago.
August 08, 2012
Research, AdvisorOne to Cast Light on Murky Fee DisclosuresResearch Magazine, AdvisorOne and Dalbar are teaming up to cast a brighter light upon the shadowy world of retirement plan fee disclosures by exposing providers who make it hard for plan sponsors to fulfill their fiduciary obligations.