Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
JPMorgan Jumps Into 401(k) Annuity Market
By Allison BellThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
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?
August 07, 2024
SEC Probes Morgan Stanley, Wells Fargo Over Cash Sweep AccountsThe disclosures come as several firms face lawsuits saying they raked in profits while paying miserly interest rates.
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.