What's the best way for a 62-year-old man to say “I love you” to his wife? By waiting to claim Social Security benefits until he reaches full retirement age or later. Here's our third article in a series on retirement risks.
A mountain biker needs 18 or 21 gears to smooth a path over rocks and through arroyos. Index-linked annuities now collectively offer some 140 index choices. Hybrid indices can theoretically smooth an investor’s path through rocky markets--but they're complicated.
Every June, RIJ focuses on indexed annuities. Last year, we studied options in indexed annuities. This year we consider the indexes themselves, especially 'hybrid' and 'volatility-controlled' indexes. Bryan Anderson, Don Dady and David Lau weighed in.
In this month's roundup, we learn that CEOs pay little attention to inflation. We also find out why retirees keep saving, why "centaurs" pick stocks so well, which financial biases keep people poor, and how working longer affects male mortality.
Lawsuits questioning the competence and integrity of the SEC chairman were discussed at a closed-door meeting of the FINRA board of governors in New York February 10.
In this article, I highlight work by Michael Kitces, who looks at stock market valuation levels as guides to setting retirement withdrawal strategies.
“Upper-income taxpayers would actually fare somewhat better under Obama's proposals than they would under current law,” said a CCH tax analyst.
Only 18% of employers were "very confident" about their employees having enough retirement income, Hewitt survey shows.
Variable annuity deposits of $2.1 billion were up 9% over 2008 and drove net flows to $838 million, an increase of 42% year-over-year.
The annual review considered the online offerings of more than 70 financial services firms.
Through January 2010, 78 variable product contracts have at least one sub-account with a summary prospectus document.