Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
IRI: Annuity Sales Rise
By Warren S. HerschU.S. individual annuity sales were 5.7% higher in the fourth quarter of 2010 than in the fourth quarter of 2009, according to the Insured Retirement Institute.
March 03, 2011
Federal Deficit, Unemployment Top Investor ConcernsA survey by Wells Fargo and Gallup released Wednesday found that U.S. investors are as worried about the federal deficit as they are about traditional…
March 03, 2011
Five Good Questions for William J. Bernstein of 'Efficient Frontier'The asset-allocation specialist argues, "Wealth is not a dollar amount, but rather a ratio measured in years; in other words, how many years’ living expenses you’ve saved."
March 02, 2011
IRS' Top 10 Tax Facts About Early Distributions From Retirement PlansDid your clients take an early distribution from their retirement plan?
March 01, 2011
GAO: Plan Fiduciaries Should Give Better WarningsRetirement service providers should be more careful to tell plan sponsors and participants when they are and are not acting as fiduciaries, and, when they are acting as fiduciaries, they should avoid highlighting their own products.
March 01, 2011
More Employers Offer Help Meeting Retirement GoalsA survey released Wednesday by Aon Hewitt found employers may be trying to save employees from themselves.
March 01, 2011
Target-Date Funds’ Subjective ObjectivesUntil now, fund companies, rather than employers, have set unrealistic objectives that call for high equity exposure, translated to high fees.
March 01, 2011
The Advisor Retirement CrisisThe looming shortage of financial advisors has generated all sorts of talk, research, concern — but precious little in the way of an industrywide…