Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity Titling and Beneficiary Designations: Structure Mishaps, Miscues and Misfortunes
By Charles D. OsmondDid you know that more than one-third of nonqualified annuities are improperly titled?
June 22, 2011
Retirement Confidence Drags Down Country Financial IndexThe Country Financial Security Index fell one point to 63.7 in June on low retirement confidence.
June 21, 2011
Smokin' seniors: Marijuana use on the riseThe number of baby boomers turning (or returning) to marijuana is on the rise.
June 21, 2011
DTCC Adds Insurance Transaction Data ServiceThe insurance and retirement services arm of Depository Trust & Clearing Corp. has introduced the Analytic Reporting Service for Annuities, a service that draws on DTCC daily annuity transaction data.
June 21, 2011
Gen-Xers Fear Bleak Retirement, Survey FindsStudy from eRollover.com and Siena College finds 11% ‘very confident’ lifestyle will be retained.
June 20, 2011
Survey: Young Boomers Are Unprepared for RetirementYoung boomers in their mid-to-late 40s are, according to a new study.
June 20, 2011
Written Retirement Plans Help Increase Referrals, Asset ConcentrationWritten retirement plans aren’t just good for clients.
June 17, 2011
IRI Publishes Redesigned Edition of Retirement Fact BookFor the first time, the 10th edition of the IRI Fact Book addresses practice management and consumer research about retirement planning.