Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
IRS Updates Views on Some Annuity Fees
By Melanie WaddellAccording to IRA expert Ed Slott, the ruling is good "for both advisors and consumers," though he adds that "no two annuities are exactly alike."
August 26, 2019
IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered QuestionsIRS rules a mandatory distribution from a qualified plan that is sent and received in one year but not cashed in that year, is nevertheless taxable.
August 26, 2019
Secure Act Savior Could Be Upcoming Appropriations BillFresh off their August recess, lawmakers will turn their attention to a retirement bill.
August 23, 2019
Secure Act May Face Fall Blahs: Sri ReddyReddy is hoping congressional leaders will attach the retirement bill text to other, must-pass legislation.
August 23, 2019
10 Affordable Spots for Renters in RetirementU.S. News & World Report shares locations that rank well for having median rents of less than $800 a month.
August 22, 2019
FIDx to Offer Ebix Annuity Marketplace TechnologyFIDx launched its Ix insurance exchange program in June.
August 22, 2019
Ladenburg: Turnkey Retirement Plans Now Available to Advisor Business ClientsNo longer deterred by hurdles, plan sponsors now are able to access the Qui(k) program through their affiliated advisor.
August 22, 2019
5 Things for Agents to Know About the Big New Accounting ThingThis battle could shape what life insurers want to sell, and for how much.