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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 Yahoo Finance· 6 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 7 days agoUnder his leadership, Nationwide’s annuity business grew to produce $150 billion in sales for the company between 2007 and 2023. Henderson also oversaw all aspects of the ...
The Top Mistakes to Avoid When Setting Up an Individual Retirement Annuity
TechBullion· 5 days agoPlanning for an individual retirement annuity might seem scary, and figuring out retirement...
CNO Financial Group Reports Strong First Quarter 2024 Earnings, Surpassing Analyst Projections
GuruFocus.com via Yahoo Finance· 16 hours agoThe company operates through different segments including annuity, health, and life insurance, with...
Jackson Adds Lifetime Income Benefit to RILA Family | ThinkAdvisor
ThinkAdvisor· 1 day agoThe new optional +Income lifetime income benefit can let a client choose whether to pull cash from a...
The Rules for RMDs Are Complicated. They Have Changed Yet Again.
Barrons.com· 2 days agoIf you have inherited retirement assets, have a Roth 401(k) or want to give retirement money to...
Pension risk transfer premiums fall in March to 100.3% — Milliman
Pensions & Investments· 4 days agoThe estimated average premium among the most competitive rates was 100.3% as of March 31, down from 102.1% a month earlier, according to a report about the Milliman Pension Buyout index. Milliman ...
I Have $900k in a Roth IRA and Would Receive $2,200 Monthly From Social Security. Can I Retire at...
SmartAsset via Yahoo Finance· 5 days agoImagine that you have $900,000 in a Roth IRA and collect another $2,200 per month in Social...
MSCI (NYSE:MSCI) PT Lowered to $615.00
ETF DAILY NEWS· 5 days agoMSCI (NYSE:MSCI – Free Report) had its price target cut by Morgan Stanley from $671.00 to $615.00 in a research note released on Wednesday, Benzinga reports. They currently have an overweight ...
Judge rejects Duke University's request to dismiss pension lawsuit
Pensions & Investments· 6 days agoA federal judge in Durham, N.C., has rebuffed a request by Duke University to dismiss a lawsuit by a defined benefit plan retiree, Joy G. Franklin, who claimed the university is shortchanging ...