Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Life Insurance and Annuities on the 2024 Rollercoaster
By Pat O'DonnellA technology leader calls for industry players to unite to create systems that can get more people protected.
August 16, 2024
Complaint Accusing Advisor of Churning Retirees' Accounts DroppedIn the case, an RIA had been blamed for costing a couple over $800,000 through excessive and inappropriate trades.
August 14, 2024
Advisor Accused of Stealing Millions From Widowed Aunt, Former ExecScott Mason and his firm may have misappropriated money from several other investors, the widow's lawyer says.
August 14, 2024
SEC Answers a Comment About Tax Talk in Annuity AdsThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 13, 2024
Life and Annuity Illustrations Confuse Clients, Advisor Tells RegulatorsPerformance charts should be more realistic about the impact of bad years, Richard Weber argues.
August 13, 2024
More Life and Annuity Products Offer Commodity IndexesInflation is increasing some clients' interest in tying value to something tangible.
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?