Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
House-Passed H.R. 3962 Would Ease Online Notarizations
By Allison BellThe bill could make completing some types of life and annuity transactions online simpler.
July 25, 2022
5 Worst States for Working-Age Deaths This Year (So Far)The total number of deaths of U.S. residents ages 25 through 64 was 15.5% higher than in the first half of 2019.
July 25, 2022
Gallup Sees Fewer Americans Retiring Before 65Relatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.
July 22, 2022
Fee-Based Advisors Feel More Successful: American CollegeA survey team found a connection between fee revenue and self-defined success, particularly for women.
July 22, 2022
Moshe Milevsky Publishes Tontine How-To BookHe says the pools can help the participants maximize income.
July 21, 2022
Can Buffer ETFs Protect Your Client From Sequence of Returns Risk?Defined outcome ETFs provide some protection from losses with some advantages over annuities, but tread carefully.
July 21, 2022
Tontines Are Alive, and They Could Compete With Annuities in the U.S.A tontine could give clients a way to build a lifetime retirement income stream without insurer guarantees.
July 20, 2022
Munnell Doubts the Typical U.S. Retirement Age Will Keep RisingThe researcher says the winds that were pushing the average higher have faded.