Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
1035 Exchanges Are Going To Fall Sharply
By Jack MarrionSwapping old annuities for new--also known as 1035 Exchanges--accounts for half of all indexed annuity sales (see NU 6/23/09) and over 80% of variable annuity sales (see NU 11/3/08).
July 19, 2009
NAVA announces total rebranding: Now called the Insurance Retirement InstituteThe former NAVA is now the Insurance Retirement Institute, with an expanded new mission to include consumers, financial advisors
July 19, 2009
1035 Exchanges Are Going To Fall SharplySwapping old annuities for new--also known as 1035 Exchanges--accounts for half of all indexed annuity sales (see NU 6/23/09) and over 80% of variable annuity sales (see NU 11/3/08).
July 16, 2009
Unemployment up for boomersBoomers are leaving work at a faster rate than the general population and it's not for retirement. According to the Bureau of Labor Statistics, the...
July 16, 2009
Losing a financial legacy"Spending my kids' inheritance." It's no longer a snarky bumper sticker on the back of Mom's purple PT Cruiser. The Wall Street Journal's indispensible Brett...
July 15, 2009
Study reports increase in retirees with financial advisorsMore than twice as many retirees this year as compared to 2008 say they are worried about their financial security. But with the concern comes...
July 15, 2009
Retirement Plan Advisor, July 2009: Assessing the Rollover MarketAdvisors should make more of an effort to tap this market
July 14, 2009
Pacific Life offers new retirement strategy for variable annuity clientsPacific Life, Newport Beach, Calif., has added a new optional benefit to its suite of variable annuities.