Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Annuity features added as boomer retirement nears
By Staff WriterIt's good to see the message is getting out in the mainstream press. The Chicago Tribune reports that annuity providers are racing to add even...
June 01, 2008
Index annuity returns and securities clich?sA tired clich? from securities salespeople is to dismiss index annuities by saying you cannot get a competitive return with an index annuity because you do not get the benefit of reinvested dividends and you don't share in 100 percent
June 01, 2008
Tap into a willing workforce"Age is an issue of mind over matter. If you don't mind... it doesn't matter." -- Mark Twain Much has been written, in this column and elsewhere, about how the failure to adequately plan and prepare for retirement
June 01, 2008
Retirement confidence fallsFor 18 years, the Employee Benefit Research Institute has conducted its "Retirement Confidence Survey," and this year saw some of the biggest swings in the history of the survey. The numbers seem to indicate a drop in confidence about a
June 01, 2008
Annuity carries LTC benefitsPlanning for longevity and the costs associated with extended lives is of primary concern to financial advisors and their clients. Annuities that have built-in long term care benefits help advisors help seniors. United of Omaha Life Insurance Co., a
June 01, 2008
Does 'Spousal Continuation' Apply To Civil Union Partners?The annuity industry is beginning to struggle with how best to address civil unions within the scope of the spousal continuation provisions of nonqualified annuity ...
June 01, 2008
Does 'Spousal Continuation' Apply To Civil Union Partners?The annuity industry is beginning to struggle with how best to address civil unions within the scope of the spousal continuation provisions of nonqualified annuity ...
June 01, 2008
MGO Supervision May Be In Index Annuity FutureThe year 2010 is poised to be the year of index annuity regulation. Market watchers are predicting suitability standards will pressure the industry into a ...