Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Life Insurers Have $234B in Exposure to Apartments
By Allison BellMore than 4% of annuity assets might be tied to multifamily housing, according to a new Moody's report.
July 09, 2024
A Conversation with Vanguard Charitable Chief Financial Officer Mark FroehlichIn this episode of ThinkAdvisor's Ask the Retirement Expert series, podcast host John Manganaro speaks with Mark Froehlich, chief financial officer at Vanguard Charitable, about the increasing importance of DAFs in the legacy planning arena.
July 08, 2024
Life and Annuity Tech Firm IMS Reports Breach Affected 6.1M PeopleFor some clients, the records lost included Social Security numbers, payment card information and medical treatment information.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 05, 2024
Why Pru, TIAA and State Street Put $5M Into Micruity's Annuity PlatformThe retirement income nervous system is intended to make the transition from accumulation to income more seamless.
July 03, 2024
Is This Outcome Worse Than Going Broke in Retirement?It's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 02, 2024
New SEC RILA Rules Accentuate the Negative, Commissioner SaysRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
July 01, 2024
SEC to Let Insurers Register RILAs on a Simpler FormThe shift also affects market-value-adjusted annuities but not annuity spigots plugged into ordinary portfiolios.