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Lessons for those ‘graduating’ to retirement

For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.


Indexed annuity illustrations are hurting consumers: group

Center for Economic Justice argued in a comment letter to the NAIC that insurers are incentivized to develop indexed annuities with disingenuous product illustrations.


Some insurance agents breaking law with 401(k) rollovers

Individuals without a securities license are increasingly, and unlawfully, soliciting business.


How to battle sequence-of-returns risk

Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.


House passes SECURE retirement bill with massive bipartisan support

The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far


Variable annuities lose more ground to fixed annuities

Market gyrations put a dent in quarterly VA sales.


Edward Jones doesn’t sell indexed annuities, bucking broker-dealer trend

Edward Jones is an outlier among its peers, experts say.


Insurance lobby plans blitz to get retirement bills through Congress quickly

Effort off to fast start with bipartisan House support, but skeptics questions annuities provision.


The drawback of Richard Thaler’s 401(k)-Social Security idea? Social Security itself

Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.


A new way to look at retirement income planning

Bucketed investing gives retirees an intuitive understanding of their finances, but administering this approach can be time-consuming for advisers.


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