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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 weeks agoHow useful each may be for you depends on your financial goals and where you are on your path to...
Annuities Pros And Cons
NJ.com· 2 weeks agoIf you’re nearing retirement and concerned about outliving your savings, buying an annuity could offer some added financial security.
A 401(k) with an annuity twist – Blackrock’s funds offer paycheck-like income option
Bankrate via AOL· 1 day ago“What’s the rate of return people can expect if they opt into the annuity feature? That’s still...
Types of Annuities for Seniors to Consider
SmartAsset via Yahoo Finance· 1 week agoAnnuities can provide steady income for as long as you live, which is one reason a senior might purchase one. These contracts with insurance companies...
Comparing Retirement Income Solutions | PLANADVISER
PLANADVISER· 11 hours ago“There’s really only two major types of insurance categories,” Dial said on Thursday during a Broadridge Financial Solutions-hosted webinar, “How to Compare Retirement Income ...
26North finalises $4.9bn reinsurance deal with National Life
Life Insurance International via Yahoo Finance· 9 hours agoRothschild & Co served as financial advisor and Sidney Austin as legal adviser. Also today, Triple P...
7 ways to mess up your Social Security benefits
Bankrate via Yahoo Finance· 6 hours ago“Pensions, annuities, investment income, interest, veteran benefits or government and military benefits do not count against you,” says Strain. Bottom...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 2 weeks agoThe new rule, introduced by the Department of Labor last fall, expands to include advisors and...
A Conversation with IncomePath Co-Founder Tamiko Toland | ThinkAdvisor
ThinkAdvisor· 2 weeks agoFinancial advisors with any substantial experience working with older clients know that managing...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 2 weeks agoThe DOL rule is an opportunity to align retirement investors’ expectations with what they deserve....