Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Ken Fisher Can't Have It All
By Michael FinkeFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 10, 2024
DOL Can't Put Fiduciary Duty on IRAs, Ex-Labor Official TestifiesLabor has no authority to regulate IRA transactions like rollovers, ERISA lawyer Brad Campbell says; Phyllis Borzi disagrees.
January 09, 2024
COVID-19 Deaths Surge 15% in a WeekNationwide, the week ended Dec. 30 was one of the worst since February.
January 08, 2024
Estates Sue Over $26M in Life Policies Held by U.S. BankThe plaintiffs call the policies stranger-originated and maintain that investors have no right to the death benefits.
January 05, 2024
Annuity Issuers Move to Fill Bank Loan GapMore lending tied to small businesses, cars and credit cards could sit inside clients' contracts.
January 04, 2024
IMF Economists: Bermuda Rules Make Annuity Issuers Look BetterThe economists wish all jurisdictions required the kinds of detailed investment reports that U.S. regulators get.
January 03, 2024
Bermuda Says It's Watching Private Equity Insurers CarefullyOfficials report that they subject the insurers to "close, intrusive and ongoing supervision."
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.