Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
This Tool to Keep Clients From Going Broke in Old Age Looks More Attractive Than Ever, Advisor Says
By John ManganaroHigh interest rates make makes QLACs look more attractive than they have in decades, advisor Joe Opiela says.
October 20, 2023
What's Hot in Fixed Income for Advisors?There have been significant shifts in advisor interest since 2020, especially with respect to U.S. Treasurys.
October 19, 2023
Cannex: Income Annuity Shoppers Are Asking for Lower PremiumsThe average annual income "solve" increased 2.9%.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 17, 2023
Venerable Picks Russell, Franklin Templeton as Annuity Fund ManagersTim Brown, the Venerable RIA's CEO, said the sub-advisors add expertise and attractive funds.
October 17, 2023
Ask the Retirement Expert About Financial Planning & Income: Michael FinkeMichael Finke of the American College of Financial Services shares his latest insights on retirement planning with ThinkAdvisor Editor-in-Chief Janet Levaux.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.