Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
When Clients Divorce After 50, How Advisors Can Rescue Retirement Plans
By Jane Wollman RusoffDennis Stearns tells ThinkAdvisor what advisors need to know about the "exploding trend" of gray divorce.
May 23, 2019
House Passes Secure Act Retirement BillA provision affecting 529 plan accounts was stripped from the bill before the vote.
May 23, 2019
Taking the Bite Out of Dental Care Costs in RetirementHere's a look at what financial advisors should tell clients about aging teeth.
May 21, 2019
The Plain Vanilla Fixed Annuity Was the Q1 KingIndexed annuities that are registered as variable contracts looked like dukes.
May 20, 2019
Secure Act Retirement Bill Set for House Vote This WeekThe bill helps small businesses offer retirement plans, boosts annuities and raises the RMD age; the Consumers First Act is also on the docket.
May 17, 2019
Don't Forget About Retirement Cash FlowYour clients fear running out of money, and a goals-based plan alone may fall short in addressing that fear.
May 17, 2019
Retirees Beware: IRS Pension Buyout Stance Shifts (Again)The recent IRS change of course on this issue may add complications into the mix for retired clients who are already in pay status.
May 15, 2019
Retirement Bill Competes With 'Hair on Fire' Issue for Senators' AttentionA Principal Financial executive represented life insurers at the hearing.