Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Groups Move to Support Advisor in Annuity Switching Case
By Jeff BermanThe SEC alleges that the annuity replacement scheme caused some clients to incur $640,000 in surrender charges.
August 24, 2023
Sales of a Hot Fixed Annuity Product Start to CoolClients might be starting to tilt toward growth potential.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 22, 2023
12 Worst States for the New Working-Age COVID-19 WaveIn the typical state, people ages 20-59 are now 77% more likely to fill a hospital bed than in mid-June.
August 21, 2023
MOVEit Hack Hit These Life, Annuity and Retirement FirmsThese data breaches affected at least 26 million people, and the list is growing.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.
August 21, 2023
Retirement Master Class Part 2 (of 3): Retirement SpendingSpending in retirement can be a challenge with many questions for retirees. Join ThinkAdvisor for this complimentary webcast to learn key information about the decumulation phase of the retirement savings journey and how you can best help clients plan for this stage of their lives.
August 18, 2023
Some Annuities Offer Big LTC Benefits BoostsThe products might be wrong for the bold but right for the fearful, True Tamplin says.