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Ask an Advisor: What Should I Do With the Annuity I'm Inheriting? Take a Lump Sum, Roll it Over or...
SmartAsset via AOL· 2 weeks agoI was given choices on how to receive the money: lump sum, roll it over or defer the payments over a...
Ask an Advisor: My Advisor Wants Me to Put 50% of My Money in Annuities. Is That Too Much?
SmartAsset via Yahoo Finance· 1 week agoMy advisor is recommending putting over 50% of my portfolio in annuities. What say you? – Georgia As...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via Yahoo Finance· 2 days agoHow useful each may be for you depends on your financial goals and where you are on your path to...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I...' About Retirement Income and Annuities Are...
SmartAsset via Yahoo Finance· 2 weeks agoI plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 15 hours agoThe DOL rule is an opportunity to align retirement investors’ expectations with what they deserve....
Are Annuities a Good Investment? Pros and Cons to Consider
GoBankingRates via AOL· 1 week agoWhen picking the best way to invest in your retirement savings plan, it helps to have a clear-cut...
Annuity vs. IRA: What’s the difference?
Bankrate via AOL· 1 week agoConsider checking with an independent financial advisor to make sure an annuity is right for your long-term financial
FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity...
WJTV Jackson· 3 days agoToday, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs ...
Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors
The Valdosta Daily Times· 20 hours agoMorgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior...
DOL Issues Final Retirement Security Rule | PLANADVISER
PLANADVISER· 3 days agoThe Department of Labor on Tuesday issued the final Retirement Security Rule that will brings change to the fiduciary obligations of financial advisers when dealing with retirement-related ...
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