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    • Can a Mutual Fund Solve the Annuity Puzzle?

      Can a Mutual Fund Solve the Annuity Puzzle?

      WealthManagement.com· 3 days ago

      The academic literature is tremendously supportive of the power of longevity pooling (through the purchase of income annuities) to create better...

    • Are You Suited for an Immediate Annuity?

      Morningstar· 4 days ago

      As today’s annuity rates are almost identical to those of that date, the article’s commentary remains fully relevant. The best way for retirees to increase their lifetime ...

    • Wealth Management Update June 2024

      Wealth Management Update June 2024

      The National Law Review· 3 days ago

      Senators Ron Wyden (D, Oregon) and Angus King (I, Maine) introduce the Getting Rid of Abusive Trusts Act, which proposes several substantial changes to...