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Death and Taxes…and Planning Opportunities
The National Law Review· 7 hours agoInterest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...
Savings account interest rate forecast for summer 2024: Everything experts predict
CBS News· 2 weeks agoAt one point in early 2024, economists forecasted an interest rate cut after the Federal Reserve...
RILAs Are Not the Only Annuities With Sizzle | ThinkAdvisor
ThinkAdvisor· 2 weeks agoSales of non-variable indexed annuities climbed 29% between the first quarter of 2023 and the first...
Competitive pension risk transfer premiums dip in May — Milliman
Pensions & Investments· 4 hours 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 ...
Grab these CDs with rates of up to 5.4% while you can
MarketWatch via Yahoo Finance· 1 week agoWe know what will happen when disinflation really takes hold, because we saw it almost exactly six...
Hybrid annuity target date funds: A new generation of retirement solutions
BenefitsPRO· 8 hours ago"Using VLCM, we can measure the degree of improvement in an investor's ability to afford expected...
If you’re a retiree and you need income, grab these savings rates while you can
Market Watch· 5 days agoIf inflation forecasts keep plunging, interest rates will follow.
Annuities Are Soaring in Popularity. They’re Not All as Safe as They Seem.
Barrons.com· 2 weeks ago-CAP’s own filings. A-CAP has benefited from a recent explosion in the popularity of annuities,...
How much cash can a $300,000 annuity generate for me each month?
Stacker via AOL· 1 week agoInterest rates: The prevailing economic climate, particularly interest rates, can affect annuity...
Suze Orman's Retirement Wake-Up Call: Variable Annuities Could Be Draining Your Savings
Benzinga via Yahoo Finance· 2 weeks agoIn a recent episode of her “Women and Money” podcast, Suze Orman warned about the pitfalls of...
