Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
SEC Answers a Comment About Tax Talk in Annuity Ads
By Allison BellThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 12, 2024
U.S. Deaths Still 7% Over Pre-COVID Norm in Q2A large majority of the extra deaths were attributed to causes other than COVID.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 07, 2024
SEC Probes Morgan Stanley, Wells Fargo Over Cash Sweep AccountsThe disclosures come as several firms face lawsuits saying they raked in profits while paying miserly interest rates.
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 05, 2024
Pru's U.S. Chief Enters August Storms With Sunny Annuity NumbersCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 05, 2024
Why Offer Fixed Annuities? Corebridge CEO ExplainsKevin Hogan likes selling products that help retirees and retirement savers sleep at night.
August 02, 2024
Lincoln Financial Posts Surprising Annuity Sales FiguresPricing throughout the annuity sector appears to be "largely rational," CEO Ellen Cooper says.