Given persistent inflation and the potential for higher rates ahead, advisors should be careful when recommending certain kinds of annuities to clients.
Long readGiven persistent inflation and the potential for higher rates ahead, advisors should be careful when recommending certain kinds of annuities to clients.
Long readCEO Marc Rowan says the alternative asset manager's bet on the retirement services market is paying off.
Long readTrade group Limra reported annuity sales topped $90 billion in the first quarter, a 47% spike from the same quarter in 2022 and a record for any three-month period.
2 minThe attorney for Jeffery Cutter, who is accused of concealing his financial incentives in clients' annuity sales, says the SEC is “flat-out wrong.”
4 minIt might look like you've saved up enough if you're using averages. But there's more to consider.
Long readTarget-date funds have become increasingly popular ways to save for your retirement and they are now a mainstay of 401(k) plans.
Long readWhere am I going to live when I retire? And more important: Where can I afford to live when I retire?
4 minAmericans born in the postwar boom are entering their golden years. Despite the financial success of their careers, a disturbing number aren’t prepared for the financial challenges ahead.
Long readPopular finance writers and economists differ in their advice on saving, debt, investing, and asset allocation. Who’s right?
Long readThe trade group reports across-the-board increases in sales as investors seek growth and defensive strategies amid a rising-interest-rate environment.
2 minThe easy answer to your question is no—you’re not required to take money out of your current workplace plan if you’re still working. But as always with the IRS, there’s a lot more to it than that.
4 minMYGAs and fixed index annuities are worth considering with interest rates on the rise. Advice on how to make them work for you.
Long readThere is widespread ignorance about how much we really need to retire.
4 minYou don’t need a miracle to have a secure retirement. You need a plan.
Long readWith markets expected to produce lower returns in coming years, it’s crucial that you optimize the tax efficiency of your portfolio and spend wisely.
Long readBarron's talked to financial advisors to put together a playbook for a 70-year-old retiree, covering everything from investments to healthcare plans to when it's time to get outside help.
Long readThe ban brings to a close the regulator's enforcement action against a team of former LPL advisors who fraudulently enticed federal workers to move their Thrift Savings Plan investments into costly variable annuities.
2 minRetiring in New York, California and similar states comes with hurdles. But lots of people do it and advisors say challenges can be rendered manageable with some proper planning.
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