Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
IRS Pushes Back Deadlines in Proposed RMD Regs
By Allison BellThe move may affect some future Secure 2.0-related changes involving individual retirement annuities and other arrangements.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 10, 2024
Nippon Life Closes on Big Corebridge Stake, Adds U.S. Annuity SizzleThe Japanese giant is also said to be in talks to acquire Resolution Life for $8.2 billion.
December 09, 2024
Treasury and Fed Tell States to Watch Life Insurers More CarefullyRegulators are nervous about the companies' private credit and offshore reinsurance disclosures.
December 06, 2024
Trump's SEC Pick Criticized Bank Regulators' Efforts to Expand ScopePaul Atkins told them to stop trying to oversee solvency at life and annuity issuers and asset managers.
December 05, 2024
Utah Tells Sentinel Security Life to Stop Writing New BusinessA valuation firm and the insurer's owner disagree about the value of the firm's assets.
December 04, 2024
Crypto in 401(k)s Is Risky, Lacks Oversight: GAOSome retirement plans offer the option to invest in these assets, but Labor lacks data to measure it.