Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The 4% Rule Is Dead: New Morningstar Study
By Ginger SzalaHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.
November 12, 2021
The Big Retirement Risk Michael Finke Is Seeing NowThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 09, 2021
Annuity Sales Keep Up Hot HandNew sales data shows annuities, especially RILAs, were strong vs. 2020 and from the first to second quarters of 2021.
November 08, 2021
Great Resignation? Not for Older Workers, Study FindsA quarter of workers over 45 say they've pushed back their retirement or plan not to retire at all.
November 05, 2021
Senate Bill Could Change Index-Linked Annuity SEC FilingsBill supporters say the current filing requirements are a bad fit.
November 04, 2021
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed SlottUnder the Democrats' revised plan, the backdoor Roth curbs wouldn't take effect until 2029.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 02, 2021
How DPL Partners' Lau Is Disrupting the Annuities BusinessHere's why a former insurance executive, and LUMINARIES winner, introduced an innovative platform for RIAs.