Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Fidelity's 401(k) Plan Annuity Platform Goes Live
By John ManganaroThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 08, 2024
Estates Sue Over $26M in Life Policies Held by U.S. BankThe plaintiffs call the policies stranger-originated and maintain that investors have no right to the death benefits.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 18, 2023
7 New Jokes About the Retirement Planning RaceIf only the track weren't so hilly, and the runners knew it was there...
December 06, 2023
Pacific Life, Agent Face Suit Over $500K Payment That VanishedThe client asserts that bad wiring information caused him to transfer cash to cybercriminals.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 16, 2023
Kitces: Making Retirement Portfolios Last by Managing a Key RiskA key message leaving the workforce: Conservative withdrawal rates in early retirement can mean outsize results.