Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity Assets
By Allison BellThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 13, 2025
Helping Gen Z Retire Without Becoming 80-Plus InfluencersJust a few years ago, they were children. In not so very many years, they will retire.
August 12, 2025
Nationwide Picks Hawley to Succeed Carter as Financial Services HeadCraig Hawley, who has been with the company since 2000, has been leading the annuity unit for a year.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Most Advisors Are Using Private Investments in Portfolios: EmpowerAnd their use is set to expand to retirement plans for high-net-worth and wealth-advised investors, according to one poll.
August 08, 2025
Brighthouse Executives Face Analyst Questions About Deal RumorsThe executives tried to focus on an 8% year-over-year increase in annuity sales.
August 07, 2025
Private Credit Defaults to Create 'Winners and Whiners,' David Golub WarnsBut Golub, the head of a firm that helps annuity issuers and other clients invest assets, said M&A activity could increase.
August 06, 2025
Annuity Market Has Room for New Competition, Equitable Execs SayApollo, Corebridge and Jackson also see plenty of room to run.