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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...
Just How Important Is It to Begin Planning Early for Retirement?
SmartAsset via AOL· 2 weeks agoAn unpredictable economy and unforeseen life events can create a "financial vortex" that makes it...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I...' About Retirement Income and Annuities Are...
SmartAsset via AOL· 2 weeks agoI plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual...
Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors
The Valdosta Daily Times· 12 hours agoMorgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 2 days agoHow useful each may be for you depends on your financial goals and where you are on your path to...
Corebridge Financial (NYSE:CRBG) Price Target Raised to $33.00
ETF DAILY NEWS· 2 weeks agoCorebridge Financial (NYSE:CRBG – Free Report) had its price objective hoisted by Wells Fargo & Company from $30.00 to $33.00 in a report issued on Thursday, Benzinga reports ...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 1 day agoOpponents of the rule, including members of the financial industry, say it will limit access to...
Corebridge Financial, Inc. (NYSE:CRBG) Sees Significant Growth in Short Interest
ETF DAILY NEWS· 2 weeks agoAs of March 31st, there was short interest totalling 17,330,000 shares, an increase of 18.6% from the March 15th total of 14,610,000 shares. Several brokerages have recently issued reports on ...
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...