Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The New Retirement Resorts (Wall Street Journal)
By Staff WriterCottages, cruise ships and Costa Rica are among the alternatives to traditional assisted living.
March 18, 2012
At ASPPA, Top Retirement Advisors Realize ‘Fiduciary Is a Verb’A panel of top advisors took the stage during the afternoon keynote at ASPPAs 401(k) Summit on Sunday, all of whom were nominated for the 2012 401(k) Advisor Leadership Award sponsored by Morningstar Inc.
March 16, 2012
LIMRA Reports on Annuity SalesTotal annuity sales increased 8% in 2011 over 2010 to hit $240.3 billion as reported by LIMRA in its fourth quarter 2011 U.S. Individual Annuities Sales Survey.
March 15, 2012
Investors With Dual Retirement Plans Outpace Balances in Pure IRAs, 401(k)sThe average balance for an American with both an IRA and a 401(k) is over $200,000, Fidelity Investments found in a survey released Wednesday.
March 13, 2012
VIDEO: More Skinny on Fat Annuity FeesSenior Market Advisor editor Daniel Williams talks via Skype with financial advisor Michael Ham who gives the skinny on fat annuity fees.
March 13, 2012
EBRI: Just One in Seven Workers Evince Confidence about Retirement Nest EggThe survey discloses that 14% of respondents in the 2012 survey say they are very confident they have enough money for a comfortable retirement. This compares with 13% in 2011, 16% in 2010 and 13% in 2009.
March 09, 2012
NAIC Reviews Hybrid Annuities to Ensure Meaningful Guaranteed Income PromisesThe NAIC Life Insurance and Annuities Committee has indicated that it will begin reviewing certain income annuity products that offer guaranteed lifetime withdrawal benefits.
March 09, 2012
Sidestep Tax TrapsIf a 401(k) rollover is not done properly, your client could be in for a big tax surprise.