Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Magic Johnson's Firm Powers New Long-Term Care Effort
By Allison BellEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.
November 16, 2022
DPL Set to Distribute Corebridge Financial AnnuitiesCorebridge brings two commission-free annuity products to the DPL platform, both geared to fee-only financial advisors.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 15, 2022
20 Worst States for Excess Q3 Working-Age MortalityBy pre-pandemic standards, the number of deaths of people ages 25 through 64 is still very high.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.
November 14, 2022
Women Boosting Savings, Investments as They See Recession Ahead: SurveyIn a new survey, 68% of women expect a recession and 92% say they're maintaining or boosting savings.
November 14, 2022
Jamie Hopkins: Why Debt Is 'Powerful,' Annuities Are 'Underutilized' and the 4% Rule Is Just a 'Finding'The Carson exec also told ThinkAdvisor why he'd hire only "5% of the financial advisors out there."