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I'm Retired. Should I Rent or Buy a Home?
SmartAsset via Yahoo Finance· 5 hours agoThere are multiple ways to retire. You may choose to pay off your home and live in it as long as possible. Or, if you own your home, you can cash in on...
IRS Targets Charitable Remainder Annuity Trusts (CRATs) as Listed Transactions | JD Supra
JD Supra· 7 days agoOn March 25, 2024, the IRS issued proposed regulations (REG-108761-22) which, if finalized, would identify certain CRATs as listed transactions. For those unaware of the listed transaction rules ...
Labour is coming for your pension – here’s how to protect it
The Telegraph via Yahoo Finance· 9 hours agoWhen Chancellor Jeremy Hunt announced that he was abolishing the lifetime allowance charge in his...
Federal Judge OKs $1M settlement in YNHH retirement fee lawsuit
Hartford Business Journal· 3 hours agoNote: This article has been updated to include a comment from Yale New Haven Hospital Inc. A federal...
CNO (CNO) Up 6.6% Since Last Earnings Report: Can It Continue?
Zacks via Yahoo Finance· 1 day agoExcess alternative investment loss reached $31.4 million in the first quarter, widening from $17.2...
How Much Do You Need To Retire In Style?
Investor's Business Daily· 9 hours agoRetirement is a major stressor for many people. More than half (61%) of Americans age 50 and older worry they will not have enough money to support...
Why You Should Stay Invested in Principal Financial (PFG)
Zacks via Yahoo Finance· 1 day agoPrincipal Financial (PFG) is well-poised to grow on favorable claims and disciplined expense...
SEC grants no-action relief to delay payment from variable insurance contracts to protect vulnerable...
JD Supra· 3 days agoRecently, in response to a request from the Committee of Annuity Insurers, the staff in the Chief Counsel's Office of the Securities and Exchange Commission's (SEC) Division ...
North Carolina teen wins $1m lottery on $10 scratch card – after sister picked out his ticket
The Independent via Yahoo News· 2 days agoThe NC Education Lottery said Mr McLean opted to receive his prize as an annuity of $50,000 for 20...
Target-Date Funds and Annuities...It's Complicated
Morningstar· 7 days agoAs the number of Americans nearing retirement continues to increase, the importance of ensuring a stable income and safeguarding against longevity risk is crucial. To address this challenge, ...
