Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
New York State Dings Nationwide Over Immediate Annuity Sales
By Allison BellEmpire State regulators say shifting assets from a deferred contract to an immediate contract is still an exchange.
May 17, 2022
5 Ways the Individual Retirement Planning Market Is Changing: Equitable ExecOne thing Steve Scanlon sees is a longer list of tools, designed to meet specific client needs.
May 17, 2022
Allianz Unit to Plead Guilty, Pay $5.8B Over Funds' CollapseThe total payout for the Structured Alpha Funds scandal includes a $1 billion fine to the SEC.
May 16, 2022
Let the Guaranty Fund Genie Out of the BottleThe authors make the case for providing better disclosures about annuity benefits protections.
May 16, 2022
'Annuities' Hits Brick Wall; 'Guaranteed' Works: Michael FinkeThe Alliance for Lifetime Income held a summit to try to get people to warm up to annuitization.
May 13, 2022
Equitable Sees 'Rational' Registered Index-Linked Annuity PricingJackson talked about hedging mechanics. F&G gave a few more details about its looming spinoff.
May 13, 2022
Cheat Sheet: Basic Annuity Types and Facts Every Advisor Should KnowAnnuities are a basic concept: A lump sum provides steady monthly payments. But then it gets complicated.
May 13, 2022
Bonds May Be Down, But Some Annuity Payouts Are UpA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.