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Montana aims to remind seniors about its ‘reverse annuity mortgage’
HousingWire via Yahoo Finance· 4 days agoThis is where the RAM program can come into play. Cohen describes the program as overseeing...
How to Pay Yourself in Retirement
Morningstar· 5 days agoHigher inflation is not great for retirement plans. Higher interest rates are a positive for retirement portfolios. Annuities make sense as part of your...
Death and Taxes…and Planning Opportunities
The National Law Review· 7 days agoInterest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...
Competitive pension risk transfer premiums dip in May — Milliman
Pensions & Investments· 7 days agoThe estimated average premium among the most competitive rates was 100.7% as of May 31, down from 100.9% a month earlier, according to the Milliman Pension Buyout index. Milliman said the dip ...
We're 65 With $1.5 Million in an IRA and $4,200 Per Month in Social Security. What's Our Retirement...
SmartAsset via Yahoo Finance· 4 hours agoAge 65 is a major transition for many individuals as they shift to thinking about retirement and...
What happens if you don't use your long-term care insurance benefits?
CBS News· 20 hours agoKeith Bercun, regional sales director for OneAmerica, a financial services firm, says there are...
This Ohio woman won a $15M jackpot but will walk away with just $4.5M after taxes — did she throw...
Moneywise via AOL· 3 days ago“There were people in line looking at me like I lost my mind.” Jeanne had two options for how to...
Here’s How Much Joe Biden Is Worth
Forbes· 3 days agoJoe Biden’s net worth has stalled out at an estimated $10 million. The president’s wages are also stuck in place–he earns $400,000 a year, the same...
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· 4 days agoRetirees use annuities to receive a guaranteed income in retirement, but they can also be used to...
Allen Mooney & Barnes Investment Advisors LLC Reduces Holdings in MetLife, Inc. (NYSE:MET)
ETF DAILY NEWS· 5 hours agoAllen Mooney & Barnes Investment Advisors LLC reduced its holdings in shares of MetLife, Inc....