Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity producer evolution or extinction: 5 tips
By Jack MarrionThe index annuity sales model for the last decade was to offer consumers the hope of earning a much higher return than they could get from CDs. That model is dying.
January 05, 2011
The Case of the Argued AnnuityThis case involves a widowed 87-year-old decedent, an annuity owner with two children. It is a dispute between his two children, a son and a daughter, over the correct distribution of death benefits on two annuities.
January 05, 2011
The Case of the Argued AnnuityThis case involves a widowed 87-year-old decedent, an annuity owner with two children. It is a dispute between his two children, a son and a daughter, over the correct distribution of death benefits on two annuities.
January 05, 2011
Time for an encorePerhaps you have heard of the term "encore career." Popularized by Marc Freedman of Civic Ventures -- a nonprofit think tank on boomers, work and social purpose -- it's used to describe a post-retirement career.
January 05, 2011
Almost Half of Pre-Retirees Have No Plan Against Outliving AssetsSociety of Actuaries finds only 19% plan to purchase long-term care insurance.
January 04, 2011
Callan: The Match Really is BackCallan Associates Inc. has come out with evidence supporting the view that large U.S. employers are reinstating defined contribution retirement plan contribution programs.
January 01, 2011
FAs Reevaluate Retirement-Income ProductsAccording to a recent survey of advisors done by Russell Investments, the vast majority of advisors — 86 percent — uses dividend-paying stocks…
January 01, 2011
Wells Rolls Out FA Retirement ProgramWells Fargo Advisors launched a new program for its financial advisors specializing in retirement plans with the aim of enhancing the support they extend…