Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Numbers Don't Lie: SPIAs Can Bring Comfort In Retirement
By Jeffrey F. WaddingtonMost people spend their entire working lives with the expectation of income on a regular basis. We work, we get paid. Whether on salary or ...
August 09, 2006
IRS Updates Retirement Plan Change RegulationsThe Internal Revenue Service has issued a final rule that limits employers' ability to tighten benefit plan terms for benefits already accrued.The new rule, Section ...
August 06, 2006
Disability Management In The Age Of An Aging Work ForceWorkers over age 55 could make up 19% of the U.S. work force in 2050, up from 13% at the turn of the millennium, according ...
August 01, 2006
The Charitable SolutionTo lessen the effect of IRD, some clients may want to name a qualified tax-exempt charity as beneficiary of a retirement account. This approach may...
August 01, 2006
Retirement Advisor ProfilePete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
August 01, 2006
News & ProductsRetirement Income Industry Association (RIIA) launched on June 26 a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed...
August 01, 2006
Morgan Stanley Grabs Merrill Reps; Faces Legal Claims from Female FAsUnder the watch of former Merrill Lynch exec James Gorman, Morgan Stanley's retail brokerage continues to pull in top producers from its main rival. The...
August 01, 2006
IRDs and Retirement AccountsYour clients likely appreciate how you have helped them amass their nest egg. Feeling more secure, their focus may well shift to determining how to...