Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Turning DC Plans Into Lifetime Retirement Income
By John R. FindleyThe recently approved Pension Protection Act of 2006 (H.R. 2830) comes on the heels of a "perfect storm" in the retirement industry.That storm includes the ...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Behind the NumbersA quiet revolution is going on in the retirement planning industry. As a financial education company working directly with pre-retirees and retirees, we at Financial...
August 31, 2006
Make future value of LTCI apparentQ. I'm having trouble closing a number of prospects because they complain the premium is too expensive. Do you have any suggestions how to overcome that objection? A. The premium amount has always been a problem area, even before the rounds of rate
August 29, 2006
Ohio Asks Marketing Firm For InformationBuckeye State officials are giving a company in their jurisdiction an invitation to discuss its promotional efforts.The Ohio Department of Insurance has issued a notice ...
August 23, 2006
Big Changes Since 1960The passage and signing into law of the Pension Protection Act of 2006, which is aimed at pushing companies to shore up their pension plans and ensure workers get their promised retirement benefits
August 22, 2006
Principal Presents Roth For Leftover Retirement AccountsPrincipal Bank has introduced a new Roth IRA option to give plan sponsors a place to put the low-balance retirement accounts of departing employees.The bank, ...
August 20, 2006
Battle Of The Sexes: What Boomer Advisors Need To KnowWhat do baby boomer men and women want for their retirement finances?Women value a "steady stream of income" and "guarantees (of) the principal," says a ...