Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Here's What Life and Annuity Issuers Spend on Investment Costs
By Allison BellIndividual insurers' expenses range from less than 0.1% to more than 0.4% in data presented to state regulators.
November 30, 2023
Consumer Reps Ask States to Change Annuities' FacesAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
November 30, 2023
KKR Agrees to Pay $2.7B for Full Control Over Annuity IssuerThe asset manager wants Global Atlantic, a major issuer of fixed annuities, to help grow private wealth sales.
November 30, 2023
10 Reasons S&P Is Not Panicking About AnnuitiesFor now, at least, analysts are looking at the road ahead and smiling.
November 30, 2023
Meet the 2023 LUMINARIES WinnersWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 28, 2023
Annuity Product Sales Trend Lines Start to ConvergeTraditional variable annuity sales kept falling, but not as fast.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.