Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
Featured

What Fools These Mortals Be

E*Trade, TD Ameritrade and Merrill Edge all dangle a $600 signing bonus to people who open new brokerage accounts with cash--lots and lots of cash, it turns out.

RetiremEntrepreneur: Robert Klein

West Coast CFP, CPA and RICP Robert Klein has jumped on the retirement bandwagon, recasting his business as the Retirement Income Center, becoming a MarketWatch RetireMentor and putting fixed indexed annuities at the center of his practice.
News

Time, money, age and advice: They’re all connected

At any given life stage, a new research paper says, people tend to manage their investments in one of three ways: by doing nothing (“inertia”), by doing it themselves (“self-management”) or by consulting a financial advisor (“delegation”).

Czechmate: New government will end auto-enrolled DC plan

The Czech experiment with a voluntary, auto-enrolled national defined contribution plan (a "second pillar" plan to supplement the primary pay-as-you-go plan) will end. Balances will be rolled into the optional "third pillar" supplemental pension. Confusing? Czech!

Fitch sees stability for life insurers in 2014

Overall, Fitch’s near-term outlook for the life insurance industry was “stable,” assuming no major interest rate spikes, no international crises and a continuation of the weak recovery, modest GDP growth and high unemployment.