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My wife and I are in our 60s. We applied for a HELOC to protect our assets from unknown risks — what...
MarketWatch via Yahoo Finance· 2 days agoThat said, I’m not sure you’re looking in the right place. A defined benefit plan for self-employed...
Mark Cuban's Advice For Lotto Winners: Cash Or Annuity?
Benzinga· 4 days agoThe last two billion-dollar jackpots were in 2023; there was one each in 2022, 2021, and 2018. More frequent billion-dollar winnings raise the question: Which payout option is better? Mark Cuban ...
I’m a Retirement Expert: Why You’ll Regret Putting Too Much Money in Your 401(K)
GoBankingRates via AOL· 5 days agoSaving for retirement is non-negotiable and a 401(K) is an excellent tool for building a sizable...
JD Supra: The New Fiduciary Rule
JD Supra· 4 days agoThe DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23, one-time recommendations to retirement investors can ...
IRS updates rules for early retirement withdrawals due to emergencies, domestic violence
KRCR TV Redding· 2 days agoThe IRS has some new guidance for people who may want to prematurely pull from their retirement...
My 401(k) Has $400,000. Can I Retire at 62?
SmartAsset via Yahoo Finance· 2 days agoYou can retire a little early on $400,000, but it won't be easy. If you have the option of working and saving for a few more years, it will give you a...
Final Fiduciary Rule — Part 3: Amendments to PTEs 84-24, 75-1, 77-4, 80-83, 83-1 and 86-128 | JD...
JD Supra· 4 days agoOn April 25, 2024, the U.S. Department of Labor (DOL) released regulations redefining who is an investment advice fiduciary under the Employee Retirement Income Security Act ...
True or False: Does It Make Sense To Plan Retirement Savings Up To Age 95?
TheStreet.com· 3 days agoNew white paper by retirement software firm argues for reality-based planning. Longevity is one of the most significant factors in determining how much an individual will ...
Council Post: Five Investments That Could Help You To Retire Earlier
Forbes· 5 days agoFactors ranging from rising costs to longer life spans have bumped the average retirement age to 61,...
F&G Annuities & Life (FG) Gaining Market Share with FNF Ownership
Insider Monkey via Yahoo Finance· 5 days agoInvestment management company Ave Maria recently released its “Ave Maria World Equity Fund” first...
