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We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 2 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
How Does an Indexed Annuity Differ From a Fixed Annuity?
GoBankingRates via AOL· 4 days agoAre you concerned about running out of money in retirement? While it's great news that people are...
How To Get Out of an Annuity You No Longer Want and Avoid Penalties
GoBankingRates via AOL· 2 days agoAn annuity -- a contract between you and an insurance company that requires the insurer to make...
What Is a Deferred Annuity?
GoBankingRates via AOL· 7 days agoA deferred annuity is a contract that you can purchase from an insurance company. In exchange for a lump sum payment or a series of payments, called the...
How Do You Buy an Annuity?
GoBankingRates via AOL· 4 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 1 day agoThe US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans). There are three primary ...
10 Essential Sources of Retirement Income
US News & World Report· 5 days agoMany soon-to-be retirees don't have enough saved. Short-term investments like CDs and money markets offer low risk and protect your money from market swings. Stocks and bonds can give you income ...
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy | PLANADVISER
PLANADVISER· 3 days agoAside from Social Security and a defined contribution retirement plan, everyday savers should be investing in health savings accounts, income replacement annuities, and many more potential tax-advantaged ...
Neighbors urged to check lotto tickets as $27k and $13.7k wins remain unclaimed
The US Sun· 5 days agoNEIGHBORS have been urged to check their lottery tickets as two huge cash prizes are yet to be...
American Equity Investment Life Holding (NYSE:AEL) Shares Acquired by Mirae Asset Global Investments...
ETF DAILY NEWS· 7 days agoMirae Asset Global Investments Co. Ltd. lifted its stake in shares of American Equity Investment...
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