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Three reasons Generation X thinks reality bites when it comes to retirement
MarketWatch via Yahoo Finance· 24 hours agoBut, she said, “I am apprehensive about retirement. I don’t think you can possibly have ever saved...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I'm Concerned' About Retirement Income and...
SmartAsset via AOL· 5 days agoI’m 49 years old and I’ve had a steady job for over 15 years now as a government contractor. I plan...
Impact of COVID-19 on Estate Planning
The National Law Review· 5 days agoGiven the volatility of the financial markets, depressed asset values and historically low interest rates you should consider this an opportune time to transfer wealth to your intended beneficiaries ...
5 Tax Strategies for Your Retirement Income
SmartAsset via Yahoo Finance· 2 days agoRetirement planning can be complicated. But ignoring the tax consequences of your retirement income can take a bite out of your nest egg. Luckily, you...
Tax Law Update: May 2024
WealthManagement.com· 3 days ago• Treasury proposes regulations regarding charitable remainder annuity trust (CRAT) transactions—The Treasury recently proposed regulations (the proposed...
BlackRock CEO Sees Annuities as Retirement Plans' Future | ThinkAdvisor
ThinkAdvisor· 4 days agoMorningstar recently put out a report scoffing at the idea that annuitization options will have much...
Louisiana State Employees Retirement System Takes $1.81 Million Position in Jackson Financial Inc....
ETF DAILY NEWS· 10 hours agoLouisiana State Employees Retirement System purchased a new stake in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) during the 4th quarter, according to its most recent 13F filing ...
Why This 'Guaranteed' Retirement Income Product May Be Too Good to Be True
SmartAsset via AOL· 4 days agoCurrent investors aren't just navigating a bear market; they're also contending with rising interest...
Globe Life Inc. (NYSE:GL) Stock Position Lessened by Sumitomo Life Insurance Co.
ETF DAILY NEWS· 3 days agoSumitomo Life Insurance Co. decreased its holdings in Globe Life Inc. (NYSE:GL – Free Report) by...
Brookfield, WI Retirement Income Planner: Savings & Investment Advisory Update
Digital Journal· 18 hours agoWhile social security plays a significant role in income for US retirees, many people find that it is not enough to cover all necessities for a comfortable lifestyle. Goldstone can assist clients ...
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